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 | $25,500 | $73,867-65.5% | $143,757-82.3% | $68,494-62.8% |
| Participation rate | 87.5% | 66.7%+20.8pp | 80.3%+7.2pp | 67.9%+19.6pp |
| Annual return | -17.81% | 1.01%-18.8pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,732 | $3,184-45.6% | $4,951-65.0% | $2,596-33.3% |
| Participant deferral / active EE | $1,836 | $3,384-45.7% | $5,637-67.4% | $4,027-54.4% |
| Admin fee / account holder | $779 | $5,755-86.5% | $14,673-94.7% | $5,403-85.6% |