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 | $43,690 | $43,723-0.1% | $121,196-64.0% | $64,186-31.9% |
| Participation rate | 78.4% | 58.3%+20.1pp | 71.7%+6.6pp | 69.6%+8.8pp |
| Annual return | -3.09% | 68.91%-72.0pp | 16.93%-20.0pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,470 | $1,296+13.4% | $4,022-63.4% | $2,381-38.2% |
| Participant deferral / active EE | $2,607 | $2,280+14.4% | $3,344-22.0% | $3,470-24.9% |
| Admin fee / account holder | $2,081 | $3,501-40.5% | $5,019-58.5% | $4,888-57.4% |