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 | $52,962 | $61,660-14.1% | $80,019-33.8% | $64,186-17.5% |
| Participation rate | 97.0% | 71.7%+25.3pp | 75.8%+21.2pp | 69.6%+27.4pp |
| Annual return | -4.51% | -0.33%-4.2pp | 11.22%-15.7pp | 7.63%-12.1pp |
| Employer contribution / active EE | $662 | $1,810-63.4% | $2,468-73.2% | $2,381-72.2% |
| Participant deferral / active EE | $3,342 | $2,968+12.6% | $3,686-9.3% | $3,470-3.7% |
| Admin fee / account holder | $425 | $5,417-92.2% | $6,521-93.5% | $4,888-91.3% |