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 | $69,046 | $73,004-5.4% | $90,749-23.9% | $68,494+0.8% |
| Participation rate | 95.8% | 70.8%+25.0pp | 75.7%+20.1pp | 67.9%+27.9pp |
| Annual return | -13.36% | -13.81%+0.4pp | -12.16%-1.2pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,614 | $2,193+19.2% | $2,921-10.5% | $2,596+0.7% |
| Participant deferral / active EE | $2,672 | $3,627-26.3% | $4,564-41.5% | $4,027-33.6% |
| Admin fee / account holder | $6,160 | $5,896+4.5% | $8,445-27.1% | $5,403+14.0% |