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 | $48,861 | $48,265+1.2% | $68,791-29.0% | $68,494-28.7% |
| Participation rate | 78.4% | 60.7%+17.7pp | 69.0%+9.4pp | 67.9%+10.5pp |
| Annual return | -10.04% | -12.71%+2.7pp | -6.38%-3.7pp | -7.84%-2.2pp |
| Employer contribution / active EE | $1,269 | $1,829-30.6% | $2,655-52.2% | $2,596-51.1% |
| Participant deferral / active EE | $3,533 | $2,867+23.2% | $3,941-10.4% | $4,027-12.3% |
| Admin fee / account holder | $2,503 | $4,355-42.5% | $4,932-49.2% | $5,403-53.7% |