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 | $33,479 | $43,327-22.7% | $59,878-44.1% | $64,186-47.8% |
| Participation rate | 73.7% | 69.2%+4.5pp | 74.7%-1.0pp | 69.6%+4.1pp |
| Annual return | -4.68% | -1.55%-3.1pp | 3.46%-8.1pp | 7.63%-12.3pp |
| Employer contribution / active EE | $1,057 | $2,028-47.9% | $2,722-61.2% | $2,381-55.6% |
| Participant deferral / active EE | $1,750 | $2,546-31.3% | $3,402-48.6% | $3,470-49.6% |
| Admin fee / account holder | $4,863 | $3,005+61.8% | $3,590+35.5% | $4,888-0.5% |