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 | $38,142 | $52,836-27.8% | $105,738-63.9% | $64,186-40.6% |
| Participation rate | 85.7% | 66.5%+19.2pp | 76.3%+9.4pp | 69.6%+16.1pp |
| Annual return | -4.84% | 14.30%-19.1pp | 6.27%-11.1pp | 7.63%-12.5pp |
| Employer contribution / active EE | $1,432 | $1,827-21.6% | $3,268-56.2% | $2,381-39.9% |
| Participant deferral / active EE | $3,537 | $2,545+39.0% | $4,080-13.3% | $3,470+1.9% |
| Admin fee / account holder | $1,064 | $3,959-73.1% | $6,913-84.6% | $4,888-78.2% |