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 | $69,634 | $72,404-3.8% | $110,238-36.8% | $64,186+8.5% |
| Participation rate | 75.8% | 73.3%+2.4pp | 79.8%-4.1pp | 69.6%+6.2pp |
| Annual return | -5.90% | -6.29%+0.4pp | 314.74%-320.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $1,119 | $2,282-51.0% | $3,826-70.8% | $2,381-53.0% |
| Participant deferral / active EE | $1,723 | $3,469-50.3% | $4,672-63.1% | $3,470-50.3% |
| Admin fee / account holder | $7,370 | $5,664+30.1% | $8,547-13.8% | $4,888+50.8% |