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 | $51,794 | $77,813-33.4% | $123,544-58.1% | $64,186-19.3% |
| Participation rate | 70.5% | 74.7%-4.2pp | 82.3%-11.8pp | 69.6%+0.9pp |
| Annual return | -8.01% | 12.48%-20.5pp | 119.20%-127.2pp | 7.63%-15.6pp |
| Employer contribution / active EE | $2,676 | $3,014-11.2% | $4,628-42.2% | $2,381+12.4% |
| Participant deferral / active EE | $6,494 | $5,240+23.9% | $6,426+1.1% | $3,470+87.2% |
| Admin fee / account holder | $2,684 | $5,519-51.4% | $9,284-71.1% | $4,888-45.1% |