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 | $24,583 | $52,681-53.3% | $75,781-67.6% | $59,632-58.8% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.8%+16.8pp | 68.7%+23.9pp |
| Annual return | -1.33% | 2.95%-4.3pp | 9.68%-11.0pp | 2041.28%-2042.6pp |
| Employer contribution / active EE | $4,209 | $2,193+91.9% | $3,323+26.7% | $2,203+91.1% |
| Participant deferral / active EE | $2,004 | $2,591-22.7% | $3,651-45.1% | $3,192-37.2% |
| Admin fee / account holder | $6,536 | $3,610+81.1% | $5,299+23.3% | $4,297+52.1% |