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 | $36,606 | $62,586-41.5% | $76,768-52.3% | $64,186-43.0% |
| Participation rate | 77.8% | 72.8%+5.0pp | 77.0%+0.8pp | 69.6%+8.2pp |
| Annual return | -6.91% | -1.95%-5.0pp | 2.43%-9.3pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,756 | $1,832-4.1% | $2,485-29.3% | $2,381-26.2% |
| Participant deferral / active EE | $4,915 | $3,145+56.3% | $3,852+27.6% | $3,470+41.7% |
| Admin fee / account holder | $2,539 | $4,667-45.6% | $6,675-62.0% | $4,888-48.1% |