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 | $31,229 | $75,828-58.8% | $147,614-78.8% | $59,632-47.6% |
| Participation rate | 71.1% | 71.6%-0.5pp | 84.6%-13.5pp | 68.7%+2.4pp |
| Annual return | -1.74% | 0.37%-2.1pp | 61.98%-63.7pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $706 | $3,485-79.7% | $5,564-87.3% | $2,203-67.9% |
| Participant deferral / active EE | $1,726 | $3,130-44.9% | $4,895-64.7% | $3,192-45.9% |
| Admin fee / account holder | $344 | $5,985-94.3% | $11,611-97.0% | $4,297-92.0% |