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 | $31,100 | $50,958-39.0% | $74,550-58.3% | $64,186-51.5% |
| Participation rate | 91.3% | 61.1%+30.2pp | 69.1%+22.1pp | 69.6%+21.7pp |
| Annual return | -7.73% | -1.86%-5.9pp | 32.53%-40.3pp | 7.63%-15.4pp |
| Employer contribution / active EE | $1,135 | $1,115+1.8% | $1,961-42.1% | $2,381-52.3% |
| Participant deferral / active EE | $4,153 | $2,301+80.5% | $3,108+33.6% | $3,470+19.7% |
| Admin fee / account holder | $4,191 | $4,223-0.8% | $5,060-17.2% | $4,888-14.3% |