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 | $24,488 | $54,726-55.3% | $68,793-64.4% | $64,186-61.8% |
| Participation rate | 97.3% | 68.0%+29.3pp | 72.2%+25.1pp | 69.6%+27.7pp |
| Annual return | -4.45% | -1.62%-2.8pp | -4.63%+0.2pp | 7.63%-12.1pp |
| Employer contribution / active EE | $2,499 | $1,846+35.4% | $2,625-4.8% | $2,381+5.0% |
| Participant deferral / active EE | $3,993 | $2,626+52.0% | $3,311+20.6% | $3,470+15.1% |
| Admin fee / account holder | $1,333 | $4,027-66.9% | $5,131-74.0% | $4,888-72.7% |