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 | $15,466 | $76,000-79.6% | $154,107-90.0% | $64,186-75.9% |
| Participation rate | 96.2% | 70.4%+25.7pp | 83.0%+13.1pp | 69.6%+26.6pp |
| Annual return | -4.09% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $2,025 | $3,351-39.6% | $5,298-61.8% | $2,381-14.9% |
| Participant deferral / active EE | $1,971 | $3,175-37.9% | $5,081-61.2% | $3,470-43.2% |
| Admin fee / account holder | $1,593 | $5,596-71.5% | $13,411-88.1% | $4,888-67.4% |