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 | $56,637 | $62,586-9.5% | $76,768-26.2% | $64,186-11.8% |
| Participation rate | 96.4% | 72.8%+23.6pp | 77.0%+19.5pp | 69.6%+26.9pp |
| Annual return | -4.51% | -1.95%-2.6pp | 2.43%-6.9pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,841 | $1,832+0.5% | $2,485-25.9% | $2,381-22.7% |
| Participant deferral / active EE | $3,774 | $3,145+20.0% | $3,852-2.0% | $3,470+8.8% |
| Admin fee / account holder | $4,200 | $4,667-10.0% | $6,675-37.1% | $4,888-14.1% |