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 | $66,889 | $62,586+6.9% | $76,768-12.9% | $64,186+4.2% |
| Participation rate | 91.0% | 72.8%+18.2pp | 77.0%+14.1pp | 69.6%+21.5pp |
| Annual return | -5.86% | -1.95%-3.9pp | 2.43%-8.3pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,838 | $1,832+0.3% | $2,485-26.1% | $2,381-22.8% |
| Participant deferral / active EE | $4,583 | $3,145+45.7% | $3,852+19.0% | $3,470+32.1% |
| Admin fee / account holder | $10,222 | $4,667+119.0% | $6,675+53.1% | $4,888+109.1% |