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 | $28,070 | $57,354-51.1% | $83,848-66.5% | $64,186-56.3% |
| Participation rate | 77.8% | 68.6%+9.2pp | 76.1%+1.6pp | 69.6%+8.2pp |
| Annual return | -4.34% | 11.38%-15.7pp | 850.88%-855.2pp | 7.63%-12.0pp |
| Employer contribution / active EE | $3,184 | $2,545+25.1% | $3,631-12.3% | $2,381+33.8% |
| Participant deferral / active EE | $2,523 | $2,993-15.7% | $4,082-38.2% | $3,470-27.3% |
| Admin fee / account holder | $1,551 | $4,046-61.7% | $5,478-71.7% | $4,888-68.3% |