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 | $61,063 | $59,186+3.2% | $76,768-20.5% | $56,287+8.5% |
| Participation rate | 81.6% | 75.2%+6.4pp | 77.0%+4.6pp | 69.9%+11.7pp |
| Annual return | -4.38% | 6.62%-11.0pp | 2.43%-6.8pp | -9.96%+5.6pp |
| Employer contribution / active EE | $929 | $1,759-47.1% | $2,485-62.6% | $2,111-56.0% |
| Participant deferral / active EE | $3,265 | $3,255+0.3% | $3,852-15.2% | $3,350-2.5% |
| Admin fee / account holder | $5,504 | $489+1025.3% | $6,675-17.5% | $521+956.5% |