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 | $56,079 | $69,977-19.9% | $108,579-48.4% | $62,891-10.8% |
| Participation rate | 91.7% | 72.9%+18.8pp | 79.6%+12.1pp | 69.3%+22.4pp |
| Annual return | 6.05% | 10.73%-4.7pp | -51.70%+57.7pp | 20.14%-14.1pp |
| Employer contribution / active EE | $0 | $2,135-100.0% | $3,758-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,072 | $3,165-34.5% | $4,311-51.9% | $3,203-35.3% |
| Admin fee / account holder | $2,145 | $5,076-57.7% | $7,645-71.9% | $4,296-50.1% |