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 | $56,058 | $73,867-24.1% | $143,757-61.0% | $68,494-18.2% |
| Participation rate | 93.1% | 66.7%+26.4pp | 80.3%+12.8pp | 67.9%+25.2pp |
| Annual return | -17.83% | 1.01%-18.8pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,903 | $3,184-8.8% | $4,951-41.4% | $2,596+11.8% |
| Participant deferral / active EE | $5,278 | $3,384+56.0% | $5,637-6.4% | $4,027+31.1% |
| Admin fee / account holder | $2,023 | $5,755-64.8% | $14,673-86.2% | $5,403-62.6% |