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 | $36,032 | $83,908-57.1% | $68,509-47.4% | $125,391-71.3% |
| Participation rate | 85.7% | 78.2%+7.5pp | 74.7%+11.0pp | 83.2%+2.5pp |
| Annual return | -2.29% | 14.48%-16.8pp | 8.27%-10.6pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,079 | $3,031-64.4% | $2,278-52.6% | $4,866-77.8% |
| Participant deferral / active EE | $3,236 | $4,125-21.6% | $3,382-4.3% | $5,352-39.5% |
| Admin fee / account holder | $2,488 | $8,982-72.3% | $5,275-52.8% | $9,540-73.9% |