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 | $42,873 | $131,829-67.5% | $108,579-60.5% | $273,961-84.4% |
| Participation rate | 71.4% | 83.5%-12.0pp | 79.6%-8.1pp | 83.0%-11.6pp |
| Annual return | 6.65% | -91.57%+98.2pp | -51.70%+58.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $1,356 | $4,912-72.4% | $3,758-63.9% | $4,869-72.1% |
| Participant deferral / active EE | $3,732 | $5,127-27.2% | $4,311-13.4% | $5,287-29.4% |
| Admin fee / account holder | $2,075 | $10,252-79.8% | $7,645-72.9% | $10,132-79.5% |