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 | $38,317 | $62,586-38.8% | $76,768-50.1% | $64,186-40.3% |
| Participation rate | 80.0% | 72.8%+7.2pp | 77.0%+3.0pp | 69.6%+10.4pp |
| Annual return | 6.73% | -1.95%+8.7pp | 2.43%+4.3pp | 7.63%-0.9pp |
| Employer contribution / active EE | $1,764 | $1,832-3.7% | $2,485-29.0% | $2,381-25.9% |
| Participant deferral / active EE | $3,428 | $3,145+9.0% | $3,852-11.0% | $3,470-1.2% |
| Admin fee / account holder | $3,665 | $4,667-21.5% | $6,675-45.1% | $4,888-25.0% |