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 | $43,863 | $56,484-22.3% | $169,463-74.1% | $64,186-31.7% |
| Participation rate | 80.4% | 64.5%+15.9pp | 77.8%+2.7pp | 69.6%+10.9pp |
| Annual return | -3.96% | -1.55%-2.4pp | 1.83%-5.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $2,035 | $1,832+11.1% | $4,159-51.1% | $2,381-14.5% |
| Participant deferral / active EE | $5,637 | $3,448+63.5% | $5,277+6.8% | $3,470+62.5% |
| Admin fee / account holder | $12,652 | $4,174+203.1% | $9,109+38.9% | $4,888+158.8% |