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 | $56,924 | $77,813-26.8% | $123,544-53.9% | $64,186-11.3% |
| Participation rate | 95.2% | 74.7%+20.5pp | 82.3%+12.9pp | 69.6%+25.7pp |
| Annual return | -5.19% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $796 | $3,014-73.6% | $4,628-82.8% | $2,381-66.6% |
| Participant deferral / active EE | $4,212 | $5,240-19.6% | $6,426-34.5% | $3,470+21.4% |
| Admin fee / account holder | $3,820 | $5,519-30.8% | $9,284-58.9% | $4,888-21.9% |