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 | $69,930 | $49,177+42.2% | $79,464-12.0% | $64,186+8.9% |
| Participation rate | 73.2% | 65.0%+8.1pp | 73.3%-0.2pp | 69.6%+3.6pp |
| Annual return | -5.42% | -1.16%-4.3pp | 718.14%-723.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $1,953 | $2,076-5.9% | $2,800-30.3% | $2,381-18.0% |
| Participant deferral / active EE | $3,897 | $2,821+38.1% | $3,704+5.2% | $3,470+12.3% |
| Admin fee / account holder | $6,923 | $3,839+80.3% | $5,113+35.4% | $4,888+41.6% |