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 | $15,905 | $49,177-67.7% | $79,464-80.0% | $64,186-75.2% |
| Participation rate | 90.9% | 65.0%+25.9pp | 73.3%+17.6pp | 69.6%+21.3pp |
| Annual return | -6.57% | -1.16%-5.4pp | 718.14%-724.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $662 | $2,076-68.1% | $2,800-76.3% | $2,381-72.2% |
| Participant deferral / active EE | $1,748 | $2,821-38.0% | $3,704-52.8% | $3,470-49.6% |
| Admin fee / account holder | $373 | $3,839-90.3% | $5,113-92.7% | $4,888-92.4% |