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 | $49,250 | $57,354-14.1% | $83,848-41.3% | $64,186-23.3% |
| Participation rate | 81.7% | 68.6%+13.1pp | 76.1%+5.5pp | 69.6%+12.1pp |
| Annual return | -6.66% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $2,945 | $2,545+15.7% | $3,631-18.9% | $2,381+23.7% |
| Participant deferral / active EE | $3,232 | $2,993+8.0% | $4,082-20.8% | $3,470-6.8% |
| Admin fee / account holder | $1,701 | $4,046-57.9% | $5,478-68.9% | $4,888-65.2% |