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 | $35,450 | $53,596-33.9% | $90,645-60.9% | $64,186-44.8% |
| Participation rate | 83.9% | 64.5%+19.4pp | 74.0%+9.9pp | 69.6%+14.4pp |
| Annual return | -4.54% | 4.41%-9.0pp | 1.88%-6.4pp | 7.63%-12.2pp |
| Employer contribution / active EE | $686 | $1,503-54.4% | $2,532-72.9% | $2,381-71.2% |
| Participant deferral / active EE | $3,428 | $2,459+39.4% | $3,425+0.1% | $3,470-1.2% |
| Admin fee / account holder | $6,287 | $3,868+62.5% | $4,994+25.9% | $4,888+28.6% |