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 | $33,149 | $72,404-54.2% | $110,238-69.9% | $64,186-48.4% |
| Participation rate | 83.9% | 73.3%+10.5pp | 79.8%+4.1pp | 69.6%+14.3pp |
| Annual return | -4.83% | -6.29%+1.5pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $2,093 | $2,282-8.3% | $3,826-45.3% | $2,381-12.1% |
| Participant deferral / active EE | $3,301 | $3,469-4.8% | $4,672-29.3% | $3,470-4.9% |
| Admin fee / account holder | $1,116 | $5,664-80.3% | $8,547-86.9% | $4,888-77.2% |