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 | $8,117 | $32,117-74.7% | $71,086-88.6% | $64,186-87.4% |
| Participation rate | 72.0% | 42.7%+29.3pp | 54.7%+17.3pp | 69.6%+2.4pp |
| Annual return | -8.06% | -5.57%-2.5pp | 650.59%-658.6pp | 7.63%-15.7pp |
| Employer contribution / active EE | $449 | $712-36.9% | $1,088-58.7% | $2,381-81.1% |
| Participant deferral / active EE | $934 | $1,263-26.1% | $1,874-50.2% | $3,470-73.1% |
| Admin fee / account holder | $880 | $2,759-68.1% | $3,082-71.5% | $4,888-82.0% |