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 | $48,581 | $53,596-9.4% | $90,645-46.4% | $64,186-24.3% |
| Participation rate | 86.4% | 64.5%+21.8pp | 74.0%+12.3pp | 69.6%+16.8pp |
| Annual return | -6.69% | 4.41%-11.1pp | 1.88%-8.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,161 | $1,503-22.7% | $2,532-54.1% | $2,381-51.2% |
| Participant deferral / active EE | $3,845 | $2,459+56.4% | $3,425+12.3% | $3,470+10.8% |
| Admin fee / account holder | $3,775 | $3,868-2.4% | $4,994-24.4% | $4,888-22.8% |