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 | $21,112 | $49,177-57.1% | $79,464-73.4% | $64,186-67.1% |
| Participation rate | 92.9% | 65.0%+27.8pp | 73.3%+19.5pp | 69.6%+23.3pp |
| Annual return | -2.90% | -1.16%-1.7pp | 718.14%-721.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $238 | $2,076-88.5% | $2,800-91.5% | $2,381-90.0% |
| Participant deferral / active EE | $914 | $2,821-67.6% | $3,704-75.3% | $3,470-73.7% |
| Admin fee / account holder | $3,658 | $3,839-4.7% | $5,113-28.5% | $4,888-25.2% |