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 | $63,127 | $42,383+48.9% | $76,523-17.5% | $64,186-1.6% |
| Participation rate | 73.9% | 58.1%+15.8pp | 68.0%+5.9pp | 69.6%+4.3pp |
| Annual return | -0.60% | -16.54%+15.9pp | -0.27%-0.3pp | 7.63%-8.2pp |
| Employer contribution / active EE | $2,974 | $1,563+90.3% | $2,647+12.4% | $2,381+24.9% |
| Participant deferral / active EE | $7,400 | $2,566+188.3% | $3,835+92.9% | $3,470+113.3% |
| Admin fee / account holder | $2,495 | $3,198-22.0% | $4,848-48.5% | $4,888-49.0% |