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 5-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 | $75,818 | $48,265+57.1% | $68,791+10.2% | $68,494+10.7% |
| Participation rate | 70.0% | 60.7%+9.3pp | 69.0%+1.0pp | 67.9%+2.1pp |
| Annual return | -4.61% | -12.71%+8.1pp | -6.38%+1.8pp | -7.84%+3.2pp |
| Employer contribution / active EE | $1,432 | $1,829-21.7% | $2,655-46.1% | $2,596-44.8% |
| Participant deferral / active EE | $3,028 | $2,867+5.6% | $3,941-23.2% | $4,027-24.8% |
| Admin fee / account holder | $2,981 | $4,355-31.6% | $4,932-39.6% | $5,403-44.8% |