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 | $34,376 | $113,935-69.8% | $94,224-63.5% | $125,391-72.6% |
| Participation rate | 72.2% | 82.9%-10.7pp | 78.8%-6.5pp | 83.2%-11.0pp |
| Annual return | -1.44% | 5.29%-6.7pp | 10.68%-12.1pp | 282.22%-283.7pp |
| Employer contribution / active EE | $1,251 | $4,727-73.5% | $3,587-65.1% | $4,866-74.3% |
| Participant deferral / active EE | $3,182 | $5,179-38.6% | $4,320-26.3% | $5,352-40.5% |
| Admin fee / account holder | $5,956 | $8,391-29.0% | $6,269-5.0% | $9,540-37.6% |