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 | $62,310 | $110,094-43.4% | $151,611-58.9% | $68,494-9.0% |
| Participation rate | 89.8% | 84.0%+5.9pp | 87.5%+2.3pp | 67.9%+21.9pp |
| Annual return | -7.88% | -10.12%+2.2pp | 3.33%-11.2pp | -7.84%0pp |
| Employer contribution / active EE | $2,934 | $4,471-34.4% | $6,166-52.4% | $2,596+13.0% |
| Participant deferral / active EE | $7,072 | $6,527+8.4% | $8,363-15.4% | $4,027+75.6% |
| Admin fee / account holder | $23,815 | $7,719+208.5% | $11,616+105.0% | $5,403+340.8% |