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 | $59,728 | $71,480-16.4% | $90,782-34.2% | $64,186-6.9% |
| Participation rate | 78.8% | 77.6%+1.2pp | 82.7%-3.9pp | 69.6%+9.2pp |
| Annual return | -6.20% | -4.25%-2.0pp | -3.42%-2.8pp | 7.63%-13.8pp |
| Employer contribution / active EE | $908 | $3,415-73.4% | $4,105-77.9% | $2,381-61.9% |
| Participant deferral / active EE | $3,630 | $4,302-15.6% | $5,366-32.4% | $3,470+4.6% |
| Admin fee / account holder | $5,068 | $6,309-19.7% | $5,908-14.2% | $4,888+3.7% |