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 | $33,548 | $49,177-31.8% | $79,464-57.8% | $64,186-47.7% |
| Participation rate | 72.7% | 65.0%+7.7pp | 73.3%-0.6pp | 69.6%+3.2pp |
| Annual return | -1.86% | -1.16%-0.7pp | 718.14%-720.0pp | 7.63%-9.5pp |
| Employer contribution / active EE | $2,825 | $2,076+36.0% | $2,800+0.9% | $2,381+18.6% |
| Participant deferral / active EE | $3,713 | $2,821+31.6% | $3,704+0.3% | $3,470+7.0% |
| Admin fee / account holder | $36,859 | $3,839+860.2% | $5,113+620.9% | $4,888+654.1% |