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 | $64,303 | $61,660+4.3% | $80,019-19.6% | $64,186+0.2% |
| Participation rate | 86.0% | 71.7%+14.4pp | 75.8%+10.2pp | 69.6%+16.5pp |
| Annual return | -5.25% | -0.33%-4.9pp | 11.22%-16.5pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,168 | $1,810-35.5% | $2,468-52.7% | $2,381-50.9% |
| Participant deferral / active EE | $2,851 | $2,968-3.9% | $3,686-22.6% | $3,470-17.8% |
| Admin fee / account holder | $4,570 | $5,417-15.6% | $6,521-29.9% | $4,888-6.5% |