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 | $29,330 | $56,484-48.1% | $169,463-82.7% | $64,186-54.3% |
| Participation rate | 73.1% | 64.5%+8.5pp | 77.8%-4.7pp | 69.6%+3.5pp |
| Annual return | 1.48% | -1.55%+3.0pp | 1.83%-0.3pp | 7.63%-6.1pp |
| Employer contribution / active EE | $0 | $1,832-100.0% | $4,159-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $3,169 | $3,448-8.1% | $5,277-39.9% | $3,470-8.7% |
| Admin fee / account holder | $619 | $4,174-85.2% | $9,109-93.2% | $4,888-87.3% |