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 | $79,544 | $48,265+64.8% | $68,791+15.6% | $68,494+16.1% |
| Participation rate | 71.0% | 60.7%+10.3pp | 69.0%+1.9pp | 67.9%+3.1pp |
| Annual return | -11.90% | -12.71%+0.8pp | -6.38%-5.5pp | -7.84%-4.1pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,890 | $2,867+0.8% | $3,941-26.7% | $4,027-28.2% |
| Admin fee / account holder | $1,535 | $4,355-64.8% | $4,932-68.9% | $5,403-71.6% |