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 | $32,359 | $78,694-58.9% | $67,652-52.2% | $125,391-74.2% |
| Participation rate | 89.5% | 78.8%+10.7pp | 75.7%+13.8pp | 83.2%+6.3pp |
| Annual return | -0.48% | 9.46%-9.9pp | 6625.04%-6625.5pp | 282.22%-282.7pp |
| Employer contribution / active EE | $1,229 | $3,044-59.6% | $2,266-45.7% | $4,866-74.7% |
| Participant deferral / active EE | $2,900 | $4,292-32.4% | $3,560-18.5% | $5,352-45.8% |
| Admin fee / account holder | $3,840 | $7,403-48.1% | $4,821-20.3% | $9,540-59.7% |