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 | $24,325 | $61,660-60.6% | $80,019-69.6% | $64,186-62.1% |
| Participation rate | 84.1% | 71.7%+12.4pp | 75.8%+8.3pp | 69.6%+14.6pp |
| Annual return | -6.91% | -0.33%-6.6pp | 11.22%-18.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,272 | $1,810-29.7% | $2,468-48.5% | $2,381-46.6% |
| Participant deferral / active EE | $2,021 | $2,968-31.9% | $3,686-45.2% | $3,470-41.7% |
| Admin fee / account holder | $1,087 | $5,417-79.9% | $6,521-83.3% | $4,888-77.8% |