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 | $38,047 | $107,791-64.7% | $90,645-58.0% | $135,375-71.9% |
| Participation rate | 70.6% | 78.0%-7.5pp | 74.0%-3.4pp | 82.6%-12.1pp |
| Annual return | -5.68% | -0.90%-4.8pp | 1.88%-7.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $102 | $3,018-96.6% | $2,532-96.0% | $4,779-97.9% |
| Participant deferral / active EE | $2,564 | $3,872-33.8% | $3,425-25.1% | $5,609-54.3% |
| Admin fee / account holder | $6,335 | $5,930+6.8% | $4,994+26.8% | $10,827-41.5% |