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 | $30,710 | $77,813-60.5% | $123,544-75.1% | $64,186-52.2% |
| Participation rate | 81.1% | 74.7%+6.3pp | 82.3%-1.2pp | 69.6%+11.5pp |
| Annual return | -3.29% | 12.48%-15.8pp | 119.20%-122.5pp | 7.63%-10.9pp |
| Employer contribution / active EE | $1,925 | $3,014-36.1% | $4,628-58.4% | $2,381-19.1% |
| Participant deferral / active EE | $4,910 | $5,240-6.3% | $6,426-23.6% | $3,470+41.5% |
| Admin fee / account holder | $2,856 | $5,519-48.3% | $9,284-69.2% | $4,888-41.6% |