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 | $39,457 | $61,660-36.0% | $80,019-50.7% | $64,186-38.5% |
| Participation rate | 96.0% | 71.7%+24.3pp | 75.8%+20.2pp | 69.6%+26.4pp |
| Annual return | -7.18% | -0.33%-6.8pp | 11.22%-18.4pp | 7.63%-14.8pp |
| Employer contribution / active EE | $2,171 | $1,810+19.9% | $2,468-12.0% | $2,381-8.8% |
| Participant deferral / active EE | $3,452 | $2,968+16.3% | $3,686-6.3% | $3,470-0.5% |
| Admin fee / account holder | $6,490 | $5,417+19.8% | $6,521-0.5% | $4,888+32.8% |