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 | $27,524 | $62,586-56.0% | $76,768-64.1% | $64,186-57.1% |
| Participation rate | 70.6% | 72.8%-2.2pp | 77.0%-6.4pp | 69.6%+1.0pp |
| Annual return | -2.32% | -1.95%-0.4pp | 2.43%-4.7pp | 7.63%-10.0pp |
| Employer contribution / active EE | $473 | $1,832-74.2% | $2,485-81.0% | $2,381-80.1% |
| Participant deferral / active EE | $2,477 | $3,145-21.2% | $3,852-35.7% | $3,470-28.6% |
| Admin fee / account holder | $2,002 | $4,667-57.1% | $6,675-70.0% | $4,888-59.0% |