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 | $65,602 | $110,094-40.4% | $151,611-56.7% | $68,494-4.2% |
| Participation rate | 80.0% | 84.0%-4.0pp | 87.5%-7.5pp | 67.9%+12.1pp |
| Annual return | -10.87% | -10.12%-0.7pp | 3.33%-14.2pp | -7.84%-3.0pp |
| Employer contribution / active EE | $2,458 | $4,471-45.0% | $6,166-60.1% | $2,596-5.3% |
| Participant deferral / active EE | $3,797 | $6,527-41.8% | $8,363-54.6% | $4,027-5.7% |
| Admin fee / account holder | $10,681 | $7,719+38.4% | $11,616-8.0% | $5,403+97.7% |