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 | $17,101 | $52,681-67.5% | $75,781-77.4% | $59,632-71.3% |
| Participation rate | 96.2% | 67.2%+28.9pp | 75.8%+20.3pp | 68.7%+27.5pp |
| Annual return | -1.64% | 2.95%-4.6pp | 9.68%-11.3pp | 2041.28%-2042.9pp |
| Employer contribution / active EE | $1,595 | $2,193-27.3% | $3,323-52.0% | $2,203-27.6% |
| Participant deferral / active EE | $3,319 | $2,591+28.1% | $3,651-9.1% | $3,192+4.0% |
| Admin fee / account holder | $762 | $3,610-78.9% | $5,299-85.6% | $4,297-82.3% |