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 | $44,377 | $52,681-15.8% | $75,781-41.4% | $59,632-25.6% |
| Participation rate | 79.5% | 67.2%+12.3pp | 75.8%+3.7pp | 68.7%+10.9pp |
| Annual return | -0.23% | 2.95%-3.2pp | 9.68%-9.9pp | 2041.28%-2041.5pp |
| Employer contribution / active EE | $1,591 | $2,193-27.4% | $3,323-52.1% | $2,203-27.7% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $3,181 | $3,610-11.9% | $5,299-40.0% | $4,297-26.0% |