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 | $30,776 | $50,958-39.6% | $74,550-58.7% | $64,186-52.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 2.85% | -1.86%+4.7pp | 32.53%-29.7pp | 7.63%-4.8pp |
| Employer contribution / active EE | $571 | $1,115-48.8% | $1,961-70.9% | $2,381-76.0% |
| Participant deferral / active EE | $2,575 | $2,301+11.9% | $3,108-17.2% | $3,470-25.8% |
| Admin fee / account holder | $9,251 | $4,223+119.1% | $5,060+82.9% | $4,888+89.3% |