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 | $81,464 | $56,484+44.2% | $169,463-51.9% | $64,186+26.9% |
| Participation rate | 74.4% | 64.5%+9.9pp | 77.8%-3.4pp | 69.6%+4.9pp |
| Annual return | -6.17% | -1.55%-4.6pp | 1.83%-8.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,635 | $1,832-10.8% | $4,159-60.7% | $2,381-31.3% |
| Participant deferral / active EE | $5,238 | $3,448+51.9% | $5,277-0.7% | $3,470+51.0% |
| Admin fee / account holder | $11,649 | $4,174+179.1% | $9,109+27.9% | $4,888+138.3% |