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 | $26,429 | $77,813-66.0% | $123,544-78.6% | $64,186-58.8% |
| Participation rate | 96.8% | 74.7%+22.1pp | 82.3%+14.5pp | 69.6%+27.2pp |
| Annual return | -5.39% | 12.48%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $2,722 | $3,014-9.7% | $4,628-41.2% | $2,381+14.3% |
| Participant deferral / active EE | $4,238 | $5,240-19.1% | $6,426-34.0% | $3,470+22.2% |
| Admin fee / account holder | $2,857 | $5,519-48.2% | $9,284-69.2% | $4,888-41.6% |