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 | $54,335 | $57,354-5.3% | $83,848-35.2% | $64,186-15.3% |
| Participation rate | 89.3% | 68.6%+20.7pp | 76.1%+13.1pp | 69.6%+19.7pp |
| Annual return | -6.02% | 11.38%-17.4pp | 850.88%-856.9pp | 7.63%-13.7pp |
| Employer contribution / active EE | $759 | $2,545-70.2% | $3,631-79.1% | $2,381-68.1% |
| Participant deferral / active EE | $1,880 | $2,993-37.2% | $4,082-53.9% | $3,470-45.8% |
| Admin fee / account holder | $313 | $4,046-92.3% | $5,478-94.3% | $4,888-93.6% |