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 | $93,794 | $73,867+27.0% | $143,757-34.8% | $68,494+36.9% |
| Participation rate | 80.6% | 66.7%+14.0pp | 80.3%+0.3pp | 67.9%+12.8pp |
| Annual return | -15.27% | 1.01%-16.3pp | -0.04%-15.2pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,809 | $3,184-43.2% | $4,951-63.5% | $2,596-30.3% |
| Participant deferral / active EE | $5,525 | $3,384+63.2% | $5,637-2.0% | $4,027+37.2% |
| Admin fee / account holder | $39,303 | $5,755+583.0% | $14,673+167.9% | $5,403+627.5% |