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 | $19,264 | $57,354-66.4% | $83,848-77.0% | $64,186-70.0% |
| Participation rate | 94.4% | 68.6%+25.8pp | 76.1%+18.3pp | 69.6%+24.9pp |
| Annual return | -8.14% | 11.38%-19.5pp | 850.88%-859.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,738 | $2,545-31.7% | $3,631-52.1% | $2,381-27.0% |
| Participant deferral / active EE | $1,640 | $2,993-45.2% | $4,082-59.8% | $3,470-52.7% |
| Admin fee / account holder | $1,019 | $4,046-74.8% | $5,478-81.4% | $4,888-79.2% |