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 | $51,394 | $59,805-14.1% | $79,550-35.4% | $68,494-25.0% |
| Participation rate | 79.8% | 61.1%+18.7pp | 69.5%+10.3pp | 67.9%+11.9pp |
| Annual return | 5.43% | -12.30%+17.7pp | 0.16%+5.3pp | -7.84%+13.3pp |
| Employer contribution / active EE | $1,147 | $1,505-23.8% | $2,413-52.5% | $2,596-55.8% |
| Participant deferral / active EE | $5,617 | $3,024+85.7% | $3,985+40.9% | $4,027+39.5% |
| Admin fee / account holder | $5,793 | $4,835+19.8% | $6,832-15.2% | $5,403+7.2% |