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 | $43,568 | $54,380-19.9% | $68,509-36.4% | $59,632-26.9% |
| Participation rate | 88.6% | 70.2%+18.4pp | 74.7%+13.8pp | 68.7%+19.9pp |
| Annual return | -1.52% | 2.83%-4.4pp | 8.27%-9.8pp | 2041.28%-2042.8pp |
| Employer contribution / active EE | $0 | $1,539-100.0% | $2,278-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $1,375 | $2,643-48.0% | $3,382-59.3% | $3,192-56.9% |
| Admin fee / account holder | $3,554 | $3,885-8.5% | $5,275-32.6% | $4,297-17.3% |