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 | $17,370 | $54,726-68.3% | $68,793-74.8% | $64,186-72.9% |
| Participation rate | 93.9% | 68.0%+25.9pp | 72.2%+21.7pp | 69.6%+24.4pp |
| Annual return | -5.80% | -1.62%-4.2pp | -4.63%-1.2pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,084 | $1,846-41.3% | $2,625-58.7% | $2,381-54.5% |
| Participant deferral / active EE | $1,594 | $2,626-39.3% | $3,311-51.9% | $3,470-54.1% |
| Admin fee / account holder | $625 | $4,027-84.5% | $5,131-87.8% | $4,888-87.2% |