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 | $41,408 | $57,354-27.8% | $83,848-50.6% | $64,186-35.5% |
| Participation rate | 77.4% | 68.6%+8.8pp | 76.1%+1.3pp | 69.6%+7.9pp |
| Annual return | -7.91% | 11.38%-19.3pp | 850.88%-858.8pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,037 | $2,545-20.0% | $3,631-43.9% | $2,381-14.5% |
| Participant deferral / active EE | $2,951 | $2,993-1.4% | $4,082-27.7% | $3,470-14.9% |
| Admin fee / account holder | $3,168 | $4,046-21.7% | $5,478-42.2% | $4,888-35.2% |