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 | $71,701 | $62,586+14.6% | $76,768-6.6% | $64,186+11.7% |
| Participation rate | 87.8% | 72.8%+15.0pp | 77.0%+10.8pp | 69.6%+18.2pp |
| Annual return | -6.21% | -1.95%-4.3pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $688 | $1,832-62.5% | $2,485-72.3% | $2,381-71.1% |
| Participant deferral / active EE | $3,398 | $3,145+8.1% | $3,852-11.8% | $3,470-2.0% |
| Admin fee / account holder | $9,025 | $4,667+93.4% | $6,675+35.2% | $4,888+84.6% |