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 | $51,922 | $77,813-33.3% | $123,544-58.0% | $64,186-19.1% |
| Participation rate | 86.2% | 74.7%+11.5pp | 82.3%+3.9pp | 69.6%+16.6pp |
| Annual return | -5.90% | 12.48%-18.4pp | 119.20%-125.1pp | 7.63%-13.5pp |
| Employer contribution / active EE | $3,152 | $3,014+4.6% | $4,628-31.9% | $2,381+32.4% |
| Participant deferral / active EE | $5,481 | $5,240+4.6% | $6,426-14.7% | $3,470+58.0% |
| Admin fee / account holder | $5,782 | $5,519+4.8% | $9,284-37.7% | $4,888+18.3% |