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 | $29,526 | $57,354-48.5% | $83,848-64.8% | $64,186-54.0% |
| Participation rate | 73.7% | 68.6%+5.1pp | 76.1%-2.5pp | 69.6%+4.1pp |
| Annual return | -8.47% | 11.38%-19.8pp | 850.88%-859.3pp | 7.63%-16.1pp |
| Employer contribution / active EE | $1,666 | $2,545-34.6% | $3,631-54.1% | $2,381-30.0% |
| Participant deferral / active EE | $2,890 | $2,993-3.5% | $4,082-29.2% | $3,470-16.7% |
| Admin fee / account holder | $1,137 | $4,046-71.9% | $5,478-79.3% | $4,888-76.7% |