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 | $38,651 | $57,354-32.6% | $83,848-53.9% | $64,186-39.8% |
| Participation rate | 71.7% | 68.6%+3.1pp | 76.1%-4.4pp | 69.6%+2.1pp |
| Annual return | -5.89% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.5pp |
| Employer contribution / active EE | $0 | $2,545-100.0% | $3,631-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,756 | $2,993-7.9% | $4,082-32.5% | $3,470-20.6% |
| Admin fee / account holder | $4,411 | $4,046+9.0% | $5,478-19.5% | $4,888-9.8% |