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 | $34,719 | $75,828-54.2% | $147,614-76.5% | $59,632-41.8% |
| Participation rate | 84.0% | 71.6%+12.4pp | 84.6%-0.6pp | 68.7%+15.3pp |
| Annual return | -2.00% | 0.37%-2.4pp | 61.98%-64.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $1,768 | $3,485-49.3% | $5,564-68.2% | $2,203-19.7% |
| Participant deferral / active EE | $3,574 | $3,130+14.2% | $4,895-27.0% | $3,192+12.0% |
| Admin fee / account holder | $1,189 | $5,985-80.1% | $11,611-89.8% | $4,297-72.3% |