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 | $31,912 | $62,586-49.0% | $76,768-58.4% | $64,186-50.3% |
| Participation rate | 74.7% | 72.8%+1.9pp | 77.0%-2.2pp | 69.6%+5.2pp |
| Annual return | -1.31% | -1.95%+0.6pp | 2.43%-3.7pp | 7.63%-8.9pp |
| Employer contribution / active EE | $642 | $1,832-65.0% | $2,485-74.2% | $2,381-73.0% |
| Participant deferral / active EE | $2,288 | $3,145-27.2% | $3,852-40.6% | $3,470-34.1% |
| Admin fee / account holder | $1,729 | $4,667-62.9% | $6,675-74.1% | $4,888-64.6% |