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 | $52,916 | $82,664-36.0% | $125,339-57.8% | $68,494-22.7% |
| Participation rate | 88.9% | 75.0%+13.8pp | 82.4%+6.5pp | 67.9%+21.0pp |
| Annual return | -9.04% | -5.97%-3.1pp | 572.05%-581.1pp | -7.84%-1.2pp |
| Employer contribution / active EE | $2,383 | $3,381-29.5% | $4,814-50.5% | $2,596-8.2% |
| Participant deferral / active EE | $5,671 | $6,110-7.2% | $7,446-23.8% | $4,027+40.8% |
| Admin fee / account holder | $381 | $6,275-93.9% | $10,010-96.2% | $5,403-93.0% |