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 | $30,607 | $49,177-37.8% | $79,464-61.5% | $64,186-52.3% |
| Participation rate | 72.7% | 65.0%+7.7pp | 73.3%-0.6pp | 69.6%+3.2pp |
| Annual return | -6.88% | -1.16%-5.7pp | 718.14%-725.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $1,328 | $2,076-36.1% | $2,800-52.6% | $2,381-44.2% |
| Participant deferral / active EE | $1,525 | $2,821-46.0% | $3,704-58.8% | $3,470-56.0% |
| Admin fee / account holder | $375 | $3,839-90.2% | $5,113-92.7% | $4,888-92.3% |