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 | $72,253 | $73,867-2.2% | $143,757-49.7% | $68,494+5.5% |
| Participation rate | 88.4% | 66.7%+21.8pp | 80.3%+8.1pp | 67.9%+20.5pp |
| Annual return | -16.52% | 1.01%-17.5pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,490 | $3,184-21.8% | $4,951-49.7% | $2,596-4.1% |
| Participant deferral / active EE | $4,156 | $3,384+22.8% | $5,637-26.3% | $4,027+3.2% |
| Admin fee / account holder | $4,359 | $5,755-24.3% | $14,673-70.3% | $5,403-19.3% |