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 | $31,732 | $43,723-27.4% | $121,196-73.8% | $64,186-50.6% |
| Participation rate | 92.3% | 58.3%+34.0pp | 71.7%+20.6pp | 69.6%+22.7pp |
| Annual return | -7.66% | 68.91%-76.6pp | 16.93%-24.6pp | 7.63%-15.3pp |
| Employer contribution / active EE | $4,418 | $1,296+240.8% | $4,022+9.9% | $2,381+85.6% |
| Participant deferral / active EE | $2,571 | $2,280+12.8% | $3,344-23.1% | $3,470-25.9% |
| Admin fee / account holder | $1,328 | $3,501-62.1% | $5,019-73.6% | $4,888-72.8% |