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 | $165,946 | $211,958-21.7% | $169,463-2.1% | $135,375+22.6% |
| Participation rate | 92.3% | 82.6%+9.7pp | 77.8%+14.5pp | 82.6%+9.7pp |
| Annual return | -3.22% | 3.26%-6.5pp | 1.83%-5.1pp | 519.73%-523.0pp |
| Employer contribution / active EE | $2,456 | $5,120-52.0% | $4,159-41.0% | $4,779-48.6% |
| Participant deferral / active EE | $6,867 | $6,075+13.0% | $5,277+30.1% | $5,609+22.4% |
| Admin fee / account holder | $4,397 | $11,471-61.7% | $9,109-51.7% | $10,827-59.4% |