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 | $16,552 | $69,518-76.2% | $59,878-72.4% | $135,375-87.8% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.7%+18.2pp | 82.6%+10.2pp |
| Annual return | -3.14% | 7.94%-11.1pp | 3.46%-6.6pp | 519.73%-522.9pp |
| Employer contribution / active EE | $1,947 | $3,235-39.8% | $2,722-28.5% | $4,779-59.3% |
| Participant deferral / active EE | $2,249 | $4,206-46.5% | $3,402-33.9% | $5,609-59.9% |
| Admin fee / account holder | $1,359 | $5,734-76.3% | $3,590-62.2% | $10,827-87.5% |