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 | $39,107 | $62,586-37.5% | $76,768-49.1% | $64,186-39.1% |
| Participation rate | 80.8% | 72.8%+8.0pp | 77.0%+3.8pp | 69.6%+11.2pp |
| Annual return | -4.72% | -1.95%-2.8pp | 2.43%-7.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,458 | $1,832-20.4% | $2,485-41.3% | $2,381-38.8% |
| Participant deferral / active EE | $2,399 | $3,145-23.7% | $3,852-37.7% | $3,470-30.9% |
| Admin fee / account holder | $4,076 | $4,667-12.7% | $6,675-38.9% | $4,888-16.6% |