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 | $22,734 | $73,867-69.2% | $143,757-84.2% | $68,494-66.8% |
| Participation rate | 91.7% | 66.7%+25.0pp | 80.3%+11.4pp | 67.9%+23.8pp |
| Annual return | -17.89% | 1.01%-18.9pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $5,118 | $3,184+60.7% | $4,951+3.4% | $2,596+97.1% |
| Participant deferral / active EE | $1,290 | $3,384-61.9% | $5,637-77.1% | $4,027-68.0% |
| Admin fee / account holder | $492 | $5,755-91.5% | $14,673-96.6% | $5,403-90.9% |