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 | $41,128 | $61,660-33.3% | $80,019-48.6% | $64,186-35.9% |
| Participation rate | 84.6% | 71.7%+12.9pp | 75.8%+8.8pp | 69.6%+15.0pp |
| Annual return | -1.34% | -0.33%-1.0pp | 11.22%-12.6pp | 7.63%-9.0pp |
| Employer contribution / active EE | $461 | $1,810-74.5% | $2,468-81.3% | $2,381-80.6% |
| Participant deferral / active EE | $2,280 | $2,968-23.2% | $3,686-38.1% | $3,470-34.3% |
| Admin fee / account holder | $2,831 | $5,417-47.7% | $6,521-56.6% | $4,888-42.1% |