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 | $33,997 | $127,100-73.3% | $105,738-67.8% | $135,375-74.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 76.3%+11.2pp | 82.6%+4.9pp |
| Annual return | -6.88% | 4.49%-11.4pp | 6.27%-13.2pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,527 | $4,107-62.8% | $3,268-53.3% | $4,779-68.0% |
| Participant deferral / active EE | $4,547 | $5,064-10.2% | $4,080+11.4% | $5,609-18.9% |
| Admin fee / account holder | $887 | $9,087-90.2% | $6,913-87.2% | $10,827-91.8% |