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 | $30,828 | $52,836-41.7% | $105,738-70.8% | $64,186-52.0% |
| Participation rate | 96.5% | 66.5%+30.0pp | 76.3%+20.2pp | 69.6%+26.9pp |
| Annual return | -6.90% | 14.30%-21.2pp | 6.27%-13.2pp | 7.63%-14.5pp |
| Employer contribution / active EE | $2,412 | $1,827+32.0% | $3,268-26.2% | $2,381+1.3% |
| Participant deferral / active EE | $3,715 | $2,545+46.0% | $4,080-8.9% | $3,470+7.1% |
| Admin fee / account holder | $1,073 | $3,959-72.9% | $6,913-84.5% | $4,888-78.1% |