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 | $31,539 | $82,664-61.8% | $125,339-74.8% | $68,494-54.0% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -16.87% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $2,799 | $3,381-17.2% | $4,814-41.8% | $2,596+7.8% |
| Participant deferral / active EE | $6,971 | $6,110+14.1% | $7,446-6.4% | $4,027+73.1% |
| Admin fee / account holder | $3,039 | $6,275-51.6% | $10,010-69.6% | $5,403-43.7% |