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 | $69,928 | $73,867-5.3% | $143,757-51.4% | $68,494+2.1% |
| Participation rate | 94.3% | 66.7%+27.6pp | 80.3%+14.0pp | 67.9%+26.4pp |
| Annual return | -15.61% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $986 | $3,184-69.0% | $4,951-80.1% | $2,596-62.0% |
| Participant deferral / active EE | $5,599 | $3,384+65.4% | $5,637-0.7% | $4,027+39.0% |
| Admin fee / account holder | $4,363 | $5,755-24.2% | $14,673-70.3% | $5,403-19.2% |