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 | $58,987 | $49,280+19.7% | $67,313-12.4% | $64,186-8.1% |
| Participation rate | 87.7% | 60.8%+26.9pp | 69.1%+18.6pp | 69.6%+18.1pp |
| Annual return | -5.49% | -1.39%-4.1pp | -4.08%-1.4pp | 7.63%-13.1pp |
| Employer contribution / active EE | $3,572 | $1,668+114.1% | $2,566+39.2% | $2,381+50.0% |
| Participant deferral / active EE | $2,485 | $2,4840% | $3,568-30.4% | $3,470-28.4% |
| Admin fee / account holder | $4,938 | $3,863+27.8% | $4,507+9.6% | $4,888+1.0% |