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 | $52,995 | $62,586-15.3% | $76,768-31.0% | $64,186-17.4% |
| Participation rate | 87.5% | 72.8%+14.7pp | 77.0%+10.5pp | 69.6%+17.9pp |
| Annual return | -6.34% | -1.95%-4.4pp | 2.43%-8.8pp | 7.63%-14.0pp |
| Employer contribution / active EE | $1,426 | $1,832-22.2% | $2,485-42.6% | $2,381-40.1% |
| Participant deferral / active EE | $2,930 | $3,145-6.8% | $3,852-23.9% | $3,470-15.6% |
| Admin fee / account holder | $4,400 | $4,667-5.7% | $6,675-34.1% | $4,888-10.0% |