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 | $24,259 | $56,484-57.1% | $169,463-85.7% | $64,186-62.2% |
| Participation rate | 97.1% | 64.5%+32.6pp | 77.8%+19.3pp | 69.6%+27.5pp |
| Annual return | -3.94% | -1.55%-2.4pp | 1.83%-5.8pp | 7.63%-11.6pp |
| Employer contribution / active EE | $343 | $1,832-81.3% | $4,159-91.7% | $2,381-85.6% |
| Participant deferral / active EE | $3,407 | $3,448-1.2% | $5,277-35.4% | $3,470-1.8% |
| Admin fee / account holder | $10,226 | $4,174+145.0% | $9,109+12.3% | $4,888+109.2% |