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 | $31,113 | $105,860-70.6% | $90,749-65.7% | $134,475-76.9% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -9.15% | -11.01%+1.9pp | -12.16%+3.0pp | 417.96%-427.1pp |
| Employer contribution / active EE | $881 | $3,462-74.5% | $2,921-69.8% | $4,740-81.4% |
| Participant deferral / active EE | $3,524 | $5,216-32.4% | $4,564-22.8% | $6,400-44.9% |
| Admin fee / account holder | $587 | $13,938-95.8% | $8,445-93.0% | $11,426-94.9% |