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 | $40,570 | $76,000-46.6% | $154,107-73.7% | $64,186-36.8% |
| Participation rate | 90.4% | 70.4%+20.0pp | 83.0%+7.3pp | 69.6%+20.8pp |
| Annual return | -3.45% | 30.32%-33.8pp | 735.12%-738.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $1,973 | $3,351-41.1% | $5,298-62.8% | $2,381-17.1% |
| Participant deferral / active EE | $3,517 | $3,175+10.8% | $5,081-30.8% | $3,470+1.4% |
| Admin fee / account holder | $12,278 | $5,596+119.4% | $13,411-8.4% | $4,888+151.2% |