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 | $56,591 | $84,527-33.0% | $67,711-16.4% | $125,391-54.9% |
| Participation rate | 78.6% | 74.8%+3.8pp | 67.5%+11.1pp | 83.2%-4.6pp |
| Annual return | -1.67% | 2.57%-4.2pp | 25.41%-27.1pp | 282.22%-283.9pp |
| Employer contribution / active EE | $3,527 | $3,292+7.1% | $2,559+37.8% | $4,866-27.5% |
| Participant deferral / active EE | $3,428 | $4,429-22.6% | $3,585-4.4% | $5,352-36.0% |
| Admin fee / account holder | $13,265 | $5,340+148.4% | $4,255+211.8% | $9,540+39.0% |