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 | $34,901 | $62,586-44.2% | $76,768-54.5% | $64,186-45.6% |
| Participation rate | 82.2% | 72.8%+9.4pp | 77.0%+5.2pp | 69.6%+12.6pp |
| Annual return | -3.01% | -1.95%-1.1pp | 2.43%-5.4pp | 7.63%-10.6pp |
| Employer contribution / active EE | $1,041 | $1,832-43.2% | $2,485-58.1% | $2,381-56.3% |
| Participant deferral / active EE | $3,578 | $3,145+13.8% | $3,852-7.1% | $3,470+3.1% |
| Admin fee / account holder | $1,313 | $4,667-71.9% | $6,675-80.3% | $4,888-73.1% |