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 | $30,103 | $32,117-6.3% | $71,086-57.7% | $64,186-53.1% |
| Participation rate | 91.2% | 42.7%+48.5pp | 54.7%+36.5pp | 69.6%+21.6pp |
| Annual return | -6.26% | -5.57%-0.7pp | 650.59%-656.9pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,645 | $712+130.9% | $1,088+51.2% | $2,381-30.9% |
| Participant deferral / active EE | $2,090 | $1,263+65.5% | $1,874+11.5% | $3,470-39.8% |
| Admin fee / account holder | $1,019 | $2,759-63.1% | $3,082-66.9% | $4,888-79.2% |