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 | $50,341 | $56,484-10.9% | $169,463-70.3% | $64,186-21.6% |
| Participation rate | 80.0% | 64.5%+15.5pp | 77.8%+2.2pp | 69.6%+10.4pp |
| Annual return | -5.15% | -1.55%-3.6pp | 1.83%-7.0pp | 7.63%-12.8pp |
| Employer contribution / active EE | $539 | $1,832-70.6% | $4,159-87.1% | $2,381-77.4% |
| Participant deferral / active EE | $3,613 | $3,448+4.8% | $5,277-31.5% | $3,470+4.1% |
| Admin fee / account holder | $8,684 | $4,174+108.1% | $9,109-4.7% | $4,888+77.7% |