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 | $21,527 | $76,000-71.7% | $154,107-86.0% | $64,186-66.5% |
| Participation rate | 96.4% | 70.4%+26.0pp | 83.0%+13.4pp | 69.6%+26.9pp |
| Annual return | -4.36% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $1,728 | $3,351-48.4% | $5,298-67.4% | $2,381-27.4% |
| Participant deferral / active EE | $1,647 | $3,175-48.1% | $5,081-67.6% | $3,470-52.5% |
| Admin fee / account holder | $805 | $5,596-85.6% | $13,411-94.0% | $4,888-83.5% |