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 | $23,912 | $62,586-61.8% | $76,768-68.9% | $64,186-62.7% |
| Participation rate | 87.2% | 72.8%+14.4pp | 77.0%+10.2pp | 69.6%+17.6pp |
| Annual return | -6.12% | -1.95%-4.2pp | 2.43%-8.5pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,238 | $1,832-32.4% | $2,485-50.2% | $2,381-48.0% |
| Participant deferral / active EE | $3,065 | $3,145-2.5% | $3,852-20.4% | $3,470-11.7% |
| Admin fee / account holder | $6,180 | $4,667+32.4% | $6,675-7.4% | $4,888+26.4% |