See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,716 | $73,004-18.2% | $90,749-34.2% | $68,494-12.8% |
| Participation rate | 81.4% | 70.8%+10.5pp | 75.7%+5.7pp | 67.9%+13.5pp |
| Annual return | -14.85% | -13.81%-1.0pp | -12.16%-2.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $1,815 | $2,193-17.2% | $2,921-37.9% | $2,596-30.1% |
| Participant deferral / active EE | $3,386 | $3,627-6.6% | $4,564-25.8% | $4,027-15.9% |
| Admin fee / account holder | $11,682 | $5,896+98.1% | $8,445+38.3% | $5,403+116.2% |