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 | $50,239 | $62,586-19.7% | $76,768-34.6% | $64,186-21.7% |
| Participation rate | 93.8% | 72.8%+20.9pp | 77.0%+16.8pp | 69.6%+24.2pp |
| Annual return | -7.46% | -1.95%-5.5pp | 2.43%-9.9pp | 7.63%-15.1pp |
| Employer contribution / active EE | $726 | $1,832-60.4% | $2,485-70.8% | $2,381-69.5% |
| Participant deferral / active EE | $6,412 | $3,145+103.9% | $3,852+66.5% | $3,470+84.8% |
| Admin fee / account holder | $3,204 | $4,667-31.3% | $6,675-52.0% | $4,888-34.5% |