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 | $85,117 | $113,935-25.3% | $94,224-9.7% | $125,391-32.1% |
| Participation rate | 91.7% | 82.9%+8.8pp | 78.8%+12.9pp | 83.2%+8.5pp |
| Annual return | -0.73% | 5.29%-6.0pp | 10.68%-11.4pp | 282.22%-283.0pp |
| Employer contribution / active EE | $0 | $4,727-100.0% | $3,587-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $3,864 | $5,179-25.4% | $4,320-10.6% | $5,352-27.8% |
| Admin fee / account holder | $11,456 | $8,391+36.5% | $6,269+82.7% | $9,540+20.1% |