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 | $46,690 | $75,828-38.4% | $147,614-68.4% | $59,632-21.7% |
| Participation rate | 92.0% | 71.6%+20.4pp | 84.6%+7.4pp | 68.7%+23.3pp |
| Annual return | -0.41% | 0.37%-0.8pp | 61.98%-62.4pp | 2041.28%-2041.7pp |
| Employer contribution / active EE | $1,970 | $3,485-43.5% | $5,564-64.6% | $2,203-10.6% |
| Participant deferral / active EE | $6,505 | $3,130+107.8% | $4,895+32.9% | $3,192+103.8% |
| Admin fee / account holder | $529 | $5,985-91.2% | $11,611-95.4% | $4,297-87.7% |