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 | $37,006 | $49,177-24.7% | $79,464-53.4% | $64,186-42.3% |
| Participation rate | 97.0% | 65.0%+32.0pp | 73.3%+23.7pp | 69.6%+27.4pp |
| Annual return | -7.61% | -1.16%-6.5pp | 718.14%-725.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,843 | $2,076-11.2% | $2,800-34.2% | $2,381-22.6% |
| Participant deferral / active EE | $1,525 | $2,821-46.0% | $3,704-58.8% | $3,470-56.0% |
| Admin fee / account holder | $2,844 | $3,839-25.9% | $5,113-44.4% | $4,888-41.8% |