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 | $33,173 | $62,586-47.0% | $76,768-56.8% | $64,186-48.3% |
| Participation rate | 85.7% | 72.8%+12.9pp | 77.0%+8.8pp | 69.6%+16.1pp |
| Annual return | -4.87% | -1.95%-2.9pp | 2.43%-7.3pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,490 | $1,832-18.6% | $2,485-40.0% | $2,381-37.4% |
| Participant deferral / active EE | $2,395 | $3,145-23.8% | $3,852-37.8% | $3,470-31.0% |
| Admin fee / account holder | $1,984 | $4,667-57.5% | $6,675-70.3% | $4,888-59.4% |