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 | $51,219 | $62,586-18.2% | $76,768-33.3% | $64,186-20.2% |
| Participation rate | 86.3% | 72.8%+13.5pp | 77.0%+9.3pp | 69.6%+16.7pp |
| Annual return | -6.63% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,097 | $1,832+14.5% | $2,485-15.6% | $2,381-11.9% |
| Participant deferral / active EE | $3,539 | $3,145+12.5% | $3,852-8.1% | $3,470+2.0% |
| Admin fee / account holder | $1,838 | $4,667-60.6% | $6,675-72.5% | $4,888-62.4% |