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 | $38,494 | $43,723-12.0% | $121,196-68.2% | $64,186-40.0% |
| Participation rate | 94.7% | 58.3%+36.4pp | 71.7%+23.0pp | 69.6%+25.2pp |
| Annual return | -4.07% | 68.91%-73.0pp | 16.93%-21.0pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,451 | $1,296+11.9% | $4,022-63.9% | $2,381-39.1% |
| Participant deferral / active EE | $2,715 | $2,280+19.1% | $3,344-18.8% | $3,470-21.8% |
| Admin fee / account holder | $6,311 | $3,501+80.3% | $5,019+25.7% | $4,888+29.1% |