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 | $41,213 | $61,774-33.3% | $97,226-57.6% | $80,856-49.0% |
| Participation rate | 87.5% | 63.5%+24.0pp | 72.7%+14.8pp | 67.6%+19.9pp |
| Annual return | 10.80% | -557.90%+568.7pp | 75.13%-64.3pp | 35.59%-24.8pp |
| Employer contribution / active EE | $2,255 | $1,837+22.8% | $2,729-17.4% | $2,755-18.1% |
| Participant deferral / active EE | $8,311 | $3,029+174.4% | $4,264+94.9% | $4,296+93.5% |
| Admin fee / account holder | $15,651 | $5,166+202.9% | $5,654+176.8% | $6,918+126.2% |