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 | $44,228 | $50,958-13.2% | $74,550-40.7% | $64,186-31.1% |
| Participation rate | 93.4% | 61.1%+32.4pp | 69.1%+24.3pp | 69.6%+23.9pp |
| Annual return | -7.89% | -1.86%-6.0pp | 32.53%-40.4pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,194 | $1,115+7.1% | $1,961-39.1% | $2,381-49.8% |
| Participant deferral / active EE | $3,374 | $2,301+46.6% | $3,108+8.6% | $3,470-2.8% |
| Admin fee / account holder | $3,020 | $4,223-28.5% | $5,060-40.3% | $4,888-38.2% |