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 | $39,371 | $82,664-52.4% | $125,339-68.6% | $68,494-42.5% |
| Participation rate | 97.1% | 75.0%+22.1pp | 82.4%+14.8pp | 67.9%+29.3pp |
| Annual return | -16.95% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,010 | $3,381-11.0% | $4,814-37.5% | $2,596+15.9% |
| Participant deferral / active EE | $5,451 | $6,110-10.8% | $7,446-26.8% | $4,027+35.4% |
| Admin fee / account holder | $4,249 | $6,275-32.3% | $10,010-57.6% | $5,403-21.4% |