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 | $30,391 | $61,660-50.7% | $80,019-62.0% | $64,186-52.7% |
| Participation rate | 78.0% | 71.7%+6.4pp | 75.8%+2.2pp | 69.6%+8.5pp |
| Annual return | 1.93% | -0.33%+2.3pp | 11.22%-9.3pp | 7.63%-5.7pp |
| Employer contribution / active EE | $2,006 | $1,810+10.8% | $2,468-18.7% | $2,381-15.8% |
| Participant deferral / active EE | $3,588 | $2,968+20.9% | $3,686-2.6% | $3,470+3.4% |
| Admin fee / account holder | $2,285 | $5,417-57.8% | $6,521-65.0% | $4,888-53.2% |