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 | $45,285 | $61,660-26.6% | $80,019-43.4% | $64,186-29.4% |
| Participation rate | 93.1% | 71.7%+21.4pp | 75.8%+17.3pp | 69.6%+23.5pp |
| Annual return | -1.70% | -0.33%-1.4pp | 11.22%-12.9pp | 7.63%-9.3pp |
| Employer contribution / active EE | $407 | $1,810-77.5% | $2,468-83.5% | $2,381-82.9% |
| Participant deferral / active EE | $2,185 | $2,968-26.4% | $3,686-40.7% | $3,470-37.0% |
| Admin fee / account holder | $26,774 | $5,417+394.2% | $6,521+310.6% | $4,888+447.7% |