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 | $53,004 | $107,791-50.8% | $90,645-41.5% | $135,375-60.8% |
| Participation rate | 95.2% | 78.0%+17.2pp | 74.0%+21.2pp | 82.6%+12.6pp |
| Annual return | -5.62% | -0.90%-4.7pp | 1.88%-7.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,171 | $3,018-28.0% | $2,532-14.2% | $4,779-54.6% |
| Participant deferral / active EE | $3,589 | $3,872-7.3% | $3,425+4.8% | $5,609-36.0% |
| Admin fee / account holder | $6,852 | $5,930+15.6% | $4,994+37.2% | $10,827-36.7% |