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 | $56,624 | $62,586-9.5% | $76,768-26.2% | $64,186-11.8% |
| Participation rate | 98.5% | 72.8%+25.7pp | 77.0%+21.6pp | 69.6%+29.0pp |
| Annual return | -5.41% | -1.95%-3.5pp | 2.43%-7.8pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,593 | $1,832+41.6% | $2,485+4.4% | $2,381+8.9% |
| Participant deferral / active EE | $5,907 | $3,145+87.8% | $3,852+53.4% | $3,470+70.2% |
| Admin fee / account holder | $2,688 | $4,667-42.4% | $6,675-59.7% | $4,888-45.0% |