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 | $36,134 | $57,354-37.0% | $83,848-56.9% | $64,186-43.7% |
| Participation rate | 94.3% | 68.6%+25.7pp | 76.1%+18.1pp | 69.6%+24.7pp |
| Annual return | -4.70% | 11.38%-16.1pp | 850.88%-855.6pp | 7.63%-12.3pp |
| Employer contribution / active EE | $6,372 | $2,545+150.3% | $3,631+75.5% | $2,381+167.6% |
| Participant deferral / active EE | $4,138 | $2,993+38.3% | $4,082+1.4% | $3,470+19.3% |
| Admin fee / account holder | $25,789 | $4,046+537.4% | $5,478+370.8% | $4,888+427.6% |