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 | $16,720 | $27,641-39.5% | $61,373-72.8% | $68,494-75.6% |
| Participation rate | 75.8% | 39.5%+36.3pp | 52.6%+23.2pp | 67.9%+7.9pp |
| Annual return | -18.07% | -13.24%-4.8pp | 338.61%-356.7pp | -7.84%-10.2pp |
| Employer contribution / active EE | $779 | $695+12.1% | $1,159-32.8% | $2,596-70.0% |
| Participant deferral / active EE | $1,925 | $1,263+52.4% | $2,125-9.4% | $4,027-52.2% |
| Admin fee / account holder | $1,475 | $2,010-26.6% | $2,130-30.7% | $5,403-72.7% |