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 | $50,855 | $76,000-33.1% | $154,107-67.0% | $64,186-20.8% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -6.78% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.4pp |
| Employer contribution / active EE | $2,404 | $3,351-28.3% | $5,298-54.6% | $2,381+1.0% |
| Participant deferral / active EE | $5,046 | $3,175+58.9% | $5,081-0.7% | $3,470+45.4% |
| Admin fee / account holder | $4,076 | $5,596-27.2% | $13,411-69.6% | $4,888-16.6% |