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 | $43,084 | $50,958-15.5% | $74,550-42.2% | $64,186-32.9% |
| Participation rate | 70.5% | 61.1%+9.4pp | 69.1%+1.3pp | 69.6%+0.9pp |
| Annual return | -3.95% | -1.86%-2.1pp | 32.53%-36.5pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,006 | $1,115+79.8% | $1,961+2.3% | $2,381-15.8% |
| Participant deferral / active EE | $2,655 | $2,301+15.4% | $3,108-14.6% | $3,470-23.5% |
| Admin fee / account holder | $4,133 | $4,223-2.1% | $5,060-18.3% | $4,888-15.4% |