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 | $11,717 | $54,229-78.4% | $70,092-83.3% | $68,494-82.9% |
| Participation rate | 89.1% | 64.5%+24.6pp | 70.5%+18.7pp | 67.9%+21.2pp |
| Annual return | -17.48% | -13.87%-3.6pp | 190.73%-208.2pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,317 | $2,018-34.8% | $2,559-48.5% | $2,596-49.3% |
| Participant deferral / active EE | $3,177 | $2,956+7.5% | $3,849-17.4% | $4,027-21.1% |
| Admin fee / account holder | $994 | $4,694-78.8% | $6,267-84.1% | $5,403-81.6% |