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 | $39,980 | $77,813-48.6% | $123,544-67.6% | $64,186-37.7% |
| Participation rate | 75.8% | 74.7%+1.0pp | 82.3%-6.5pp | 69.6%+6.2pp |
| Annual return | -4.18% | 12.48%-16.7pp | 119.20%-123.4pp | 7.63%-11.8pp |
| Employer contribution / active EE | $1,877 | $3,014-37.7% | $4,628-59.4% | $2,381-21.2% |
| Participant deferral / active EE | $3,073 | $5,240-41.4% | $6,426-52.2% | $3,470-11.4% |
| Admin fee / account holder | $7,751 | $5,519+40.4% | $9,284-16.5% | $4,888+58.6% |