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 | $47,879 | $117,690-59.3% | $71,735-33.3% | $134,475-64.4% |
| Participation rate | 78.3% | 68.8%+9.4pp | 62.3%+15.9pp | 81.2%-3.0pp |
| Annual return | -3.10% | 25.44%-28.5pp | 9.14%-12.2pp | 417.96%-421.1pp |
| Employer contribution / active EE | $4,348 | $2,525+72.2% | $1,704+155.2% | $4,740-8.3% |
| Participant deferral / active EE | $0 | $3,759-100.0% | $2,658-100.0% | $6,400-100.0% |
| Admin fee / account holder | $1,296 | $6,379-79.7% | $3,974-67.4% | $11,426-88.7% |