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 | $42,985 | $62,586-31.3% | $76,768-44.0% | $64,186-33.0% |
| Participation rate | 82.7% | 72.8%+9.9pp | 77.0%+5.7pp | 69.6%+13.1pp |
| Annual return | 10.15% | -1.95%+12.1pp | 2.43%+7.7pp | 7.63%+2.5pp |
| Employer contribution / active EE | $1,657 | $1,832-9.5% | $2,485-33.3% | $2,381-30.4% |
| Participant deferral / active EE | $2,915 | $3,145-7.3% | $3,852-24.3% | $3,470-16.0% |
| Admin fee / account holder | $1,532 | $4,667-67.2% | $6,675-77.0% | $4,888-68.7% |