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 | $110,750 | $81,900+35.2% | $119,609-7.4% | $68,494+61.7% |
| Participation rate | 92.0% | 71.9%+20.1pp | 79.3%+12.7pp | 67.9%+24.1pp |
| Annual return | -16.85% | -23.82%+7.0pp | -14.97%-1.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $800 | $2,693-70.3% | $4,232-81.1% | $2,596-69.2% |
| Participant deferral / active EE | $5,605 | $4,148+35.1% | $5,6020% | $4,027+39.2% |
| Admin fee / account holder | $6,235 | $6,582-5.3% | $10,323-39.6% | $5,403+15.4% |