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 | $48,085 | $43,504+10.5% | $68,793-30.1% | $56,287-14.6% |
| Participation rate | 73.6% | 67.8%+5.7pp | 72.2%+1.4pp | 69.9%+3.7pp |
| Annual return | 1.88% | -3.15%+5.0pp | -4.63%+6.5pp | -9.96%+11.8pp |
| Employer contribution / active EE | $886 | $1,525-41.9% | $2,625-66.2% | $2,111-58.0% |
| Participant deferral / active EE | $2,417 | $2,509-3.7% | $3,311-27.0% | $3,350-27.9% |
| Admin fee / account holder | $46,222 | $515+8875.4% | $5,131+800.9% | $521+8772.7% |