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 | $42,102 | $57,354-26.6% | $83,848-49.8% | $64,186-34.4% |
| Participation rate | 86.5% | 68.6%+17.9pp | 76.1%+10.3pp | 69.6%+16.9pp |
| Annual return | -7.46% | 11.38%-18.8pp | 850.88%-858.3pp | 7.63%-15.1pp |
| Employer contribution / active EE | $3,639 | $2,545+43.0% | $3,631+0.2% | $2,381+52.9% |
| Participant deferral / active EE | $7,151 | $2,993+138.9% | $4,082+75.2% | $3,470+106.1% |
| Admin fee / account holder | $362 | $4,046-91.1% | $5,478-93.4% | $4,888-92.6% |