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 | $41,760 | $57,354-27.2% | $83,848-50.2% | $64,186-34.9% |
| Participation rate | 86.3% | 68.6%+17.7pp | 76.1%+10.1pp | 69.6%+16.7pp |
| Annual return | -6.64% | 11.38%-18.0pp | 850.88%-857.5pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,961 | $2,545-23.0% | $3,631-46.0% | $2,381-17.6% |
| Participant deferral / active EE | $1,654 | $2,993-44.7% | $4,082-59.5% | $3,470-52.3% |
| Admin fee / account holder | $1,670 | $4,046-58.7% | $5,478-69.5% | $4,888-65.8% |