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 | $36,909 | $127,100-71.0% | $105,738-65.1% | $135,375-72.7% |
| Participation rate | 87.5% | 82.7%+4.8pp | 76.3%+11.2pp | 82.6%+4.9pp |
| Annual return | -6.65% | 4.49%-11.1pp | 6.27%-12.9pp | 519.73%-526.4pp |
| Employer contribution / active EE | $1,542 | $4,107-62.5% | $3,268-52.8% | $4,779-67.7% |
| Participant deferral / active EE | $2,226 | $5,064-56.1% | $4,080-45.4% | $5,609-60.3% |
| Admin fee / account holder | $2,887 | $9,087-68.2% | $6,913-58.2% | $10,827-73.3% |