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 | $30,115 | $76,000-60.4% | $154,107-80.5% | $64,186-53.1% |
| Participation rate | 91.8% | 70.4%+21.4pp | 83.0%+8.7pp | 69.6%+22.2pp |
| Annual return | -7.11% | 30.32%-37.4pp | 735.12%-742.2pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,768 | $3,351-47.2% | $5,298-66.6% | $2,381-25.7% |
| Participant deferral / active EE | $1,522 | $3,175-52.1% | $5,081-70.1% | $3,470-56.1% |
| Admin fee / account holder | $1,470 | $5,596-73.7% | $13,411-89.0% | $4,888-69.9% |