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 | $26,294 | $82,664-68.2% | $125,339-79.0% | $68,494-61.6% |
| Participation rate | 88.3% | 75.0%+13.3pp | 82.4%+6.0pp | 67.9%+20.4pp |
| Annual return | -13.61% | -5.97%-7.6pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $857 | $3,381-74.7% | $4,814-82.2% | $2,596-67.0% |
| Participant deferral / active EE | $2,718 | $6,110-55.5% | $7,446-63.5% | $4,027-32.5% |
| Admin fee / account holder | $2,698 | $6,275-57.0% | $10,010-73.0% | $5,403-50.1% |