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 | $79,005 | $58,577+34.9% | $83,333-5.2% | $64,186+23.1% |
| Participation rate | 74.1% | 72.0%+2.0pp | 77.8%-3.7pp | 69.6%+4.5pp |
| Annual return | -3.55% | 9.65%-13.2pp | 10.63%-14.2pp | 7.63%-11.2pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,231 | $4,654-52.1% | $5,565-59.9% | $3,470-35.7% |
| Admin fee / account holder | $2,848 | $9,275-69.3% | $7,510-62.1% | $4,888-41.7% |