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 | $40,672 | $62,586-35.0% | $76,768-47.0% | $64,186-36.6% |
| Participation rate | 98.1% | 72.8%+25.3pp | 77.0%+21.2pp | 69.6%+28.5pp |
| Annual return | -2.94% | -1.95%-1.0pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $3,917 | $1,832+113.8% | $2,485+57.6% | $2,381+64.5% |
| Participant deferral / active EE | $2,884 | $3,145-8.3% | $3,852-25.1% | $3,470-16.9% |
| Admin fee / account holder | $1,847 | $4,667-60.4% | $6,675-72.3% | $4,888-62.2% |