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 | $48,653 | $50,958-4.5% | $74,550-34.7% | $64,186-24.2% |
| Participation rate | 73.5% | 61.1%+12.5pp | 69.1%+4.4pp | 69.6%+4.0pp |
| Annual return | -6.55% | -1.86%-4.7pp | 32.53%-39.1pp | 7.63%-14.2pp |
| Employer contribution / active EE | $1,984 | $1,115+77.9% | $1,961+1.2% | $2,381-16.7% |
| Participant deferral / active EE | $3,786 | $2,301+64.5% | $3,108+21.8% | $3,470+9.1% |
| Admin fee / account holder | $3,734 | $4,223-11.6% | $5,060-26.2% | $4,888-23.6% |