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 | $45,288 | $94,529-52.1% | $140,016-67.7% | $64,186-29.4% |
| Participation rate | 95.2% | 84.1%+11.1pp | 87.5%+7.7pp | 69.6%+25.6pp |
| Annual return | -4.64% | 7.77%-12.4pp | 651.12%-655.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $2,845 | $3,812-25.4% | $5,606-49.2% | $2,381+19.5% |
| Participant deferral / active EE | $4,591 | $5,250-12.6% | $6,927-33.7% | $3,470+32.3% |
| Admin fee / account holder | $2,080 | $6,741-69.1% | $10,705-80.6% | $4,888-57.4% |