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 | $41,432 | $94,529-56.2% | $140,016-70.4% | $64,186-35.4% |
| Participation rate | 77.5% | 84.1%-6.6pp | 87.5%-10.0pp | 69.6%+7.9pp |
| Annual return | -6.59% | 7.77%-14.4pp | 651.12%-657.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $3,250 | $3,812-14.8% | $5,606-42.0% | $2,381+36.5% |
| Participant deferral / active EE | $4,544 | $5,250-13.4% | $6,927-34.4% | $3,470+31.0% |
| Admin fee / account holder | $3,410 | $6,741-49.4% | $10,705-68.1% | $4,888-30.2% |