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 | $36,558 | $42,383-13.7% | $76,523-52.2% | $64,186-43.0% |
| Participation rate | 89.7% | 58.1%+31.6pp | 68.0%+21.7pp | 69.6%+20.2pp |
| Annual return | -5.85% | -16.54%+10.7pp | -0.27%-5.6pp | 7.63%-13.5pp |
| Employer contribution / active EE | $2,359 | $1,563+50.9% | $2,647-10.9% | $2,381-0.9% |
| Participant deferral / active EE | $2,864 | $2,566+11.6% | $3,835-25.3% | $3,470-17.4% |
| Admin fee / account holder | $9,644 | $3,198+201.6% | $4,848+98.9% | $4,888+97.3% |