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 4-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 | $79,471 | $110,094-27.8% | $151,611-47.6% | $68,494+16.0% |
| Participation rate | 81.1% | 84.0%-2.9pp | 87.5%-6.4pp | 67.9%+13.2pp |
| Annual return | 0.00% | -10.12%+10.1pp | 3.33%-3.3pp | -7.84%+7.8pp |
| Employer contribution / active EE | $6,494 | $4,471+45.3% | $6,166+5.3% | $2,596+150.1% |
| Participant deferral / active EE | $13,164 | $6,527+101.7% | $8,363+57.4% | $4,027+226.9% |
| Admin fee / account holder | $4,572 | $7,719-40.8% | $11,616-60.6% | $5,403-15.4% |