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 | $19,106 | $82,664-76.9% | $125,339-84.8% | $68,494-72.1% |
| Participation rate | 90.3% | 75.0%+15.3pp | 82.4%+8.0pp | 67.9%+22.4pp |
| Annual return | -17.72% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,175 | $3,381-35.7% | $4,814-54.8% | $2,596-16.2% |
| Participant deferral / active EE | $6,025 | $6,110-1.4% | $7,446-19.1% | $4,027+49.6% |
| Admin fee / account holder | $1,483 | $6,275-76.4% | $10,010-85.2% | $5,403-72.6% |