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 | $89,199 | $73,004+22.2% | $90,749-1.7% | $68,494+30.2% |
| Participation rate | 73.5% | 70.8%+2.6pp | 75.7%-2.2pp | 67.9%+5.6pp |
| Annual return | -15.61% | -13.81%-1.8pp | -12.16%-3.4pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,826 | $2,193-16.7% | $2,921-37.5% | $2,596-29.7% |
| Participant deferral / active EE | $3,181 | $3,627-12.3% | $4,564-30.3% | $4,027-21.0% |
| Admin fee / account holder | $6,224 | $5,896+5.6% | $8,445-26.3% | $5,403+15.2% |