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 | $60,706 | $58,577+3.6% | $83,333-27.2% | $64,186-5.4% |
| Participation rate | 90.0% | 72.0%+18.0pp | 77.8%+12.2pp | 69.6%+20.4pp |
| Annual return | -7.30% | 9.65%-16.9pp | 10.63%-17.9pp | 7.63%-14.9pp |
| Employer contribution / active EE | $2,925 | $2,098+39.4% | $3,379-13.4% | $2,381+22.8% |
| Participant deferral / active EE | $6,380 | $4,654+37.1% | $5,565+14.6% | $3,470+83.9% |
| Admin fee / account holder | $5,402 | $9,275-41.8% | $7,510-28.1% | $4,888+10.5% |