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 | $45,715 | $49,177-7.0% | $79,464-42.5% | $64,186-28.8% |
| Participation rate | 97.7% | 65.0%+32.6pp | 73.3%+24.3pp | 69.6%+28.1pp |
| Annual return | -6.40% | -1.16%-5.2pp | 718.14%-724.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $616 | $2,076-70.3% | $2,800-78.0% | $2,381-74.1% |
| Participant deferral / active EE | $3,750 | $2,821+32.9% | $3,704+1.2% | $3,470+8.1% |
| Admin fee / account holder | $1,356 | $3,839-64.7% | $5,113-73.5% | $4,888-72.3% |