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 | $35,203 | $69,010-49.0% | $159,960-78.0% | $68,494-48.6% |
| Participation rate | 80.4% | 65.4%+14.9pp | 78.0%+2.4pp | 67.9%+12.5pp |
| Annual return | -13.82% | -9.65%-4.2pp | 408.60%-422.4pp | -7.84%-6.0pp |
| Employer contribution / active EE | $714 | $2,213-67.7% | $4,226-83.1% | $2,596-72.5% |
| Participant deferral / active EE | $3,114 | $4,212-26.1% | $6,182-49.6% | $4,027-22.7% |
| Admin fee / account holder | $3,188 | $4,798-33.6% | $8,698-63.3% | $5,403-41.0% |