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 | $65,090 | $77,813-16.4% | $123,544-47.3% | $64,186+1.4% |
| Participation rate | 78.4% | 74.7%+3.7pp | 82.3%-3.9pp | 69.6%+8.8pp |
| Annual return | -6.65% | 12.48%-19.1pp | 119.20%-125.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $870 | $3,014-71.1% | $4,628-81.2% | $2,381-63.5% |
| Participant deferral / active EE | $3,315 | $5,240-36.7% | $6,426-48.4% | $3,470-4.5% |
| Admin fee / account holder | $3,641 | $5,519-34.0% | $9,284-60.8% | $4,888-25.5% |