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 | $11,673 | $73,867-84.2% | $143,757-91.9% | $68,494-83.0% |
| Participation rate | 73.1% | 66.7%+6.4pp | 80.3%-7.2pp | 67.9%+5.2pp |
| Annual return | -14.46% | 1.01%-15.5pp | -0.04%-14.4pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,590 | $3,184-50.1% | $4,951-67.9% | $2,596-38.7% |
| Participant deferral / active EE | $2,441 | $3,384-27.9% | $5,637-56.7% | $4,027-39.4% |
| Admin fee / account holder | $5,234 | $5,755-9.0% | $14,673-64.3% | $5,403-3.1% |