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 | $46,284 | $72,404-36.1% | $110,238-58.0% | $64,186-27.9% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | -7.34% | -6.29%-1.1pp | 314.74%-322.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $2,148 | $2,282-5.9% | $3,826-43.9% | $2,381-9.8% |
| Participant deferral / active EE | $4,161 | $3,469+19.9% | $4,672-10.9% | $3,470+19.9% |
| Admin fee / account holder | $361 | $5,664-93.6% | $8,547-95.8% | $4,888-92.6% |