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 | $43,523 | $82,664-47.3% | $125,339-65.3% | $68,494-36.5% |
| Participation rate | 98.4% | 75.0%+23.4pp | 82.4%+16.1pp | 67.9%+30.5pp |
| Annual return | 2.73% | -5.97%+8.7pp | 572.05%-569.3pp | -7.84%+10.6pp |
| Employer contribution / active EE | $2,148 | $3,381-36.5% | $4,814-55.4% | $2,596-17.3% |
| Participant deferral / active EE | $7,281 | $6,110+19.2% | $7,446-2.2% | $4,027+80.8% |
| Admin fee / account holder | $10,951 | $6,275+74.5% | $10,010+9.4% | $5,403+102.7% |