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 | $20,124 | $58,577-65.6% | $83,333-75.9% | $64,186-68.6% |
| Participation rate | 80.8% | 72.0%+8.7pp | 77.8%+3.0pp | 69.6%+11.2pp |
| Annual return | -6.94% | 9.65%-16.6pp | 10.63%-17.6pp | 7.63%-14.6pp |
| Employer contribution / active EE | $583 | $2,098-72.2% | $3,379-82.7% | $2,381-75.5% |
| Participant deferral / active EE | $2,677 | $4,654-42.5% | $5,565-51.9% | $3,470-22.8% |
| Admin fee / account holder | $3,261 | $9,275-64.8% | $7,510-56.6% | $4,888-33.3% |