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 | $62,335 | $73,867-15.6% | $143,757-56.6% | $68,494-9.0% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -16.72% | 1.01%-17.7pp | -0.04%-16.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $3,762 | $3,184+18.1% | $4,951-24.0% | $2,596+44.9% |
| Participant deferral / active EE | $6,159 | $3,384+82.0% | $5,637+9.3% | $4,027+52.9% |
| Admin fee / account holder | $8,618 | $5,755+49.8% | $14,673-41.3% | $5,403+59.5% |