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 | $28,073 | $77,813-63.9% | $123,544-77.3% | $64,186-56.3% |
| Participation rate | 97.7% | 74.7%+23.0pp | 82.3%+15.4pp | 69.6%+28.1pp |
| Annual return | -4.39% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $4,839 | $3,014+60.5% | $4,628+4.6% | $2,381+103.2% |
| Participant deferral / active EE | $2,433 | $5,240-53.6% | $6,426-62.1% | $3,470-29.9% |
| Admin fee / account holder | $9,684 | $5,519+75.5% | $9,284+4.3% | $4,888+98.1% |