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 | $35,937 | $57,354-37.3% | $83,848-57.1% | $64,186-44.0% |
| Participation rate | 78.6% | 68.6%+10.0pp | 76.1%+2.4pp | 69.6%+9.0pp |
| Annual return | -7.84% | 11.38%-19.2pp | 850.88%-858.7pp | 7.63%-15.5pp |
| Employer contribution / active EE | $2,873 | $2,545+12.9% | $3,631-20.9% | $2,381+20.7% |
| Participant deferral / active EE | $3,966 | $2,993+32.5% | $4,082-2.8% | $3,470+14.3% |
| Admin fee / account holder | $1,426 | $4,046-64.8% | $5,478-74.0% | $4,888-70.8% |