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 | $21,565 | $52,681-59.1% | $75,781-71.5% | $59,632-63.8% |
| Participation rate | 98.9% | 67.2%+31.7pp | 75.8%+23.1pp | 68.7%+30.2pp |
| Annual return | -2.26% | 2.95%-5.2pp | 9.68%-11.9pp | 2041.28%-2043.5pp |
| Employer contribution / active EE | $1,701 | $2,193-22.4% | $3,323-48.8% | $2,203-22.8% |
| Participant deferral / active EE | $2,265 | $2,591-12.6% | $3,651-38.0% | $3,192-29.0% |
| Admin fee / account holder | $632 | $3,610-82.5% | $5,299-88.1% | $4,297-85.3% |