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 7-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 | $32,335 | $62,586-48.3% | $76,768-57.9% | $64,186-49.6% |
| Participation rate | 78.9% | 72.8%+6.1pp | 77.0%+2.0pp | 69.6%+9.4pp |
| Annual return | -5.67% | -1.95%-3.7pp | 2.43%-8.1pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,077 | $1,832+13.4% | $2,485-16.4% | $2,381-12.8% |
| Participant deferral / active EE | $3,974 | $3,145+26.4% | $3,852+3.2% | $3,470+14.5% |
| Admin fee / account holder | $1,746 | $4,667-62.6% | $6,675-73.8% | $4,888-64.3% |