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 | $25,075 | $57,354-56.3% | $83,848-70.1% | $64,186-60.9% |
| Participation rate | 90.3% | 68.6%+21.7pp | 76.1%+14.2pp | 69.6%+20.8pp |
| Annual return | -7.50% | 11.38%-18.9pp | 850.88%-858.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,966 | $2,545-22.8% | $3,631-45.8% | $2,381-17.4% |
| Participant deferral / active EE | $1,519 | $2,993-49.2% | $4,082-62.8% | $3,470-56.2% |
| Admin fee / account holder | $1,001 | $4,046-75.2% | $5,478-81.7% | $4,888-79.5% |