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 | $37,817 | $113,935-66.8% | $94,224-59.9% | $125,391-69.8% |
| Participation rate | 80.0% | 82.9%-2.9pp | 78.8%+1.2pp | 83.2%-3.2pp |
| Annual return | 1.53% | 5.29%-3.8pp | 10.68%-9.1pp | 282.22%-280.7pp |
| Employer contribution / active EE | $1,496 | $4,727-68.3% | $3,587-58.3% | $4,866-69.2% |
| Participant deferral / active EE | $3,357 | $5,179-35.2% | $4,320-22.3% | $5,352-37.3% |
| Admin fee / account holder | $25,016 | $8,391+198.1% | $6,269+299.1% | $9,540+162.2% |