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 | $61,685 | $49,280+25.2% | $67,313-8.4% | $64,186-3.9% |
| Participation rate | 96.7% | 60.8%+35.9pp | 69.1%+27.6pp | 69.6%+27.1pp |
| Annual return | -7.42% | -1.39%-6.0pp | -4.08%-3.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,413 | $1,668+104.5% | $2,566+33.0% | $2,381+43.3% |
| Participant deferral / active EE | $5,557 | $2,484+123.7% | $3,568+55.7% | $3,470+60.2% |
| Admin fee / account holder | $4,705 | $3,863+21.8% | $4,507+4.4% | $4,888-3.7% |