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 | $45,826 | $45,438+0.9% | $80,004-42.7% | $59,632-23.2% |
| Participation rate | 71.2% | 63.7%+7.4pp | 73.0%-1.9pp | 68.7%+2.5pp |
| Annual return | -2.42% | 5.10%-7.5pp | 7.63%-10.0pp | 2041.28%-2043.7pp |
| Employer contribution / active EE | $1,444 | $1,236+16.9% | $2,473-41.6% | $2,203-34.4% |
| Participant deferral / active EE | $2,185 | $2,231-2.1% | $3,204-31.8% | $3,192-31.5% |
| Admin fee / account holder | $499 | $3,464-85.6% | $5,033-90.1% | $4,297-88.4% |