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 | $23,123 | $49,177-53.0% | $79,464-70.9% | $64,186-64.0% |
| Participation rate | 94.2% | 65.0%+29.2pp | 73.3%+20.9pp | 69.6%+24.7pp |
| Annual return | -7.58% | -1.16%-6.4pp | 718.14%-725.7pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,771 | $2,076-14.7% | $2,800-36.8% | $2,381-25.6% |
| Participant deferral / active EE | $1,388 | $2,821-50.8% | $3,704-62.5% | $3,470-60.0% |
| Admin fee / account holder | $830 | $3,839-78.4% | $5,113-83.8% | $4,888-83.0% |