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 6-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 | $56,708 | $59,839-5.2% | $81,983-30.8% | $79,858-29.0% |
| Participation rate | 74.4% | 61.6%+12.7pp | 69.2%+5.1pp | 69.6%+4.7pp |
| Annual return | 0.00% | 17.56%-17.6pp | 41.31%-41.3pp | 31.71%-31.7pp |
| Employer contribution / active EE | $827 | $1,713-51.7% | $2,498-66.9% | $2,471-66.5% |
| Participant deferral / active EE | $2,175 | $2,695-19.3% | $3,722-41.6% | $3,740-41.8% |
| Admin fee / account holder | $1,313 | $4,287-69.4% | $5,664-76.8% | $5,306-75.3% |