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 | $42,989 | $99,032-56.6% | $80,019-46.3% | $135,375-68.2% |
| Participation rate | 92.3% | 78.4%+14.0pp | 75.8%+16.5pp | 82.6%+9.7pp |
| Annual return | -7.02% | 15.39%-22.4pp | 11.22%-18.2pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,927 | $3,043-36.7% | $2,468-21.9% | $4,779-59.7% |
| Participant deferral / active EE | $3,878 | $4,282-9.4% | $3,686+5.2% | $5,609-30.9% |
| Admin fee / account holder | $1,785 | $10,436-82.9% | $6,521-72.6% | $10,827-83.5% |