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 | $22,109 | $49,177-55.0% | $79,464-72.2% | $64,186-65.6% |
| Participation rate | 85.0% | 65.0%+20.0pp | 73.3%+11.7pp | 69.6%+15.4pp |
| Annual return | -5.82% | -1.16%-4.7pp | 718.14%-724.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $875 | $2,076-57.9% | $2,800-68.8% | $2,381-63.3% |
| Participant deferral / active EE | $1,728 | $2,821-38.8% | $3,704-53.3% | $3,470-50.2% |
| Admin fee / account holder | $1,801 | $3,839-53.1% | $5,113-64.8% | $4,888-63.1% |