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 | $27,147 | $76,000-64.3% | $154,107-82.4% | $64,186-57.7% |
| Participation rate | 98.0% | 70.4%+27.5pp | 83.0%+14.9pp | 69.6%+28.4pp |
| Annual return | -5.93% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.6pp |
| Employer contribution / active EE | $2,445 | $3,351-27.0% | $5,298-53.9% | $2,381+2.7% |
| Participant deferral / active EE | $2,433 | $3,175-23.4% | $5,081-52.1% | $3,470-29.9% |
| Admin fee / account holder | $1,966 | $5,596-64.9% | $13,411-85.3% | $4,888-59.8% |