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 | $39,185 | $67,411-41.9% | $91,001-56.9% | $70,131-44.1% |
| Participation rate | 78.4% | 71.4%+7.0pp | 75.6%+2.8pp | 69.5%+8.8pp |
| Annual return | 20.13% | -40.16%+60.3pp | 4.60%+15.5pp | 73.14%-53.0pp |
| Employer contribution / active EE | $1,594 | $1,786-10.8% | $2,456-35.1% | $2,342-32.0% |
| Participant deferral / active EE | $3,415 | $2,823+21.0% | $3,547-3.7% | $3,332+2.5% |
| Admin fee / account holder | $442 | $4,236-89.6% | $5,417-91.8% | $4,645-90.5% |