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 | $35,878 | $69,010-48.0% | $159,960-77.6% | $68,494-47.6% |
| Participation rate | 75.0% | 65.4%+9.6pp | 78.0%-3.0pp | 67.9%+7.1pp |
| Annual return | -18.74% | -9.65%-9.1pp | 408.60%-427.3pp | -7.84%-10.9pp |
| Employer contribution / active EE | $573 | $2,213-74.1% | $4,226-86.4% | $2,596-77.9% |
| Participant deferral / active EE | $4,468 | $4,212+6.1% | $6,182-27.7% | $4,027+10.9% |
| Admin fee / account holder | $2,720 | $4,798-43.3% | $8,698-68.7% | $5,403-49.7% |