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 | $27,054 | $46,360-41.6% | $147,614-81.7% | $52,331-48.3% |
| Participation rate | 70.8% | 64.9%+5.8pp | 84.6%-13.9pp | 68.1%+2.7pp |
| Annual return | -1.17% | 1.62%-2.8pp | 61.98%-63.1pp | 4.54%-5.7pp |
| Employer contribution / active EE | $1,182 | $2,126-44.4% | $5,564-78.8% | $1,882-37.2% |
| Participant deferral / active EE | $1,750 | $2,258-22.5% | $4,895-64.3% | $3,022-42.1% |
| Admin fee / account holder | $1,913 | $766+149.9% | $11,611-83.5% | $592+223.4% |