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 | $62,724 | $76,000-17.5% | $154,107-59.3% | $64,186-2.3% |
| Participation rate | 93.1% | 70.4%+22.7pp | 83.0%+10.1pp | 69.6%+23.5pp |
| Annual return | -3.27% | 30.32%-33.6pp | 735.12%-738.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,944 | $3,351-42.0% | $5,298-63.3% | $2,381-18.4% |
| Participant deferral / active EE | $2,930 | $3,175-7.7% | $5,081-42.3% | $3,470-15.6% |
| Admin fee / account holder | $1,437 | $5,596-74.3% | $13,411-89.3% | $4,888-70.6% |