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 | $28,993 | $127,100-77.2% | $105,738-72.6% | $135,375-78.6% |
| Participation rate | 86.7% | 82.7%+4.0pp | 76.3%+10.3pp | 82.6%+4.0pp |
| Annual return | -6.56% | 4.49%-11.1pp | 6.27%-12.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,266 | $4,107-69.2% | $3,268-61.3% | $4,779-73.5% |
| Participant deferral / active EE | $2,379 | $5,064-53.0% | $4,080-41.7% | $5,609-57.6% |
| Admin fee / account holder | $7,322 | $9,087-19.4% | $6,913+5.9% | $10,827-32.4% |