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 | $45,213 | $57,354-21.2% | $83,848-46.1% | $64,186-29.6% |
| Participation rate | 82.1% | 68.6%+13.4pp | 76.1%+5.9pp | 69.6%+12.5pp |
| Annual return | -4.82% | 11.38%-16.2pp | 850.88%-855.7pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,264 | $2,545-11.1% | $3,631-37.7% | $2,381-4.9% |
| Participant deferral / active EE | $3,523 | $2,993+17.7% | $4,082-13.7% | $3,470+1.5% |
| Admin fee / account holder | $3,565 | $4,046-11.9% | $5,478-34.9% | $4,888-27.1% |