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 | $26,477 | $56,484-53.1% | $169,463-84.4% | $64,186-58.7% |
| Participation rate | 91.5% | 64.5%+26.9pp | 77.8%+13.7pp | 69.6%+21.9pp |
| Annual return | -2.42% | -1.55%-0.9pp | 1.83%-4.2pp | 7.63%-10.0pp |
| Employer contribution / active EE | $2,691 | $1,832+46.9% | $4,159-35.3% | $2,381+13.0% |
| Participant deferral / active EE | $5,870 | $3,448+70.3% | $5,277+11.3% | $3,470+69.2% |
| Admin fee / account holder | $2,727 | $4,174-34.7% | $9,109-70.1% | $4,888-44.2% |