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 | $51,267 | $72,388-29.2% | $111,392-54.0% | $64,186-20.1% |
| Participation rate | 73.3% | 70.5%+2.8pp | 78.9%-5.5pp | 69.6%+3.8pp |
| Annual return | -6.71% | -1.50%-5.2pp | -2.06%-4.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,936 | $3,000-35.4% | $4,328-55.3% | $2,381-18.7% |
| Participant deferral / active EE | $3,304 | $4,241-22.1% | $5,567-40.6% | $3,470-4.8% |
| Admin fee / account holder | $3,614 | $5,719-36.8% | $12,266-70.5% | $4,888-26.1% |