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 | $30,162 | $56,484-46.6% | $169,463-82.2% | $64,186-53.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -6.48% | -1.55%-4.9pp | 1.83%-8.3pp | 7.63%-14.1pp |
| Employer contribution / active EE | $3,712 | $1,832+102.6% | $4,159-10.7% | $2,381+55.9% |
| Participant deferral / active EE | $6,921 | $3,448+100.7% | $5,277+31.2% | $3,470+99.5% |
| Admin fee / account holder | $7,572 | $4,174+81.4% | $9,109-16.9% | $4,888+54.9% |