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 | $25,134 | $43,327-42.0% | $59,878-58.0% | $64,186-60.8% |
| Participation rate | 96.0% | 69.2%+26.8pp | 74.7%+21.3pp | 69.6%+26.4pp |
| Annual return | 4.81% | -1.55%+6.4pp | 3.46%+1.4pp | 7.63%-2.8pp |
| Employer contribution / active EE | $1,068 | $2,028-47.3% | $2,722-60.8% | $2,381-55.1% |
| Participant deferral / active EE | $1,791 | $2,546-29.7% | $3,402-47.4% | $3,470-48.4% |
| Admin fee / account holder | $4,404 | $3,005+46.5% | $3,590+22.7% | $4,888-9.9% |