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 | $46,864 | $77,813-39.8% | $123,544-62.1% | $64,186-27.0% |
| Participation rate | 90.9% | 74.7%+16.2pp | 82.3%+8.6pp | 69.6%+21.3pp |
| Annual return | -6.81% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $3,767 | $3,014+25.0% | $4,628-18.6% | $2,381+58.2% |
| Participant deferral / active EE | $7,260 | $5,240+38.6% | $6,426+13.0% | $3,470+109.2% |
| Admin fee / account holder | $3,901 | $5,519-29.3% | $9,284-58.0% | $4,888-20.2% |