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 | $42,446 | $62,573-32.2% | $85,682-50.5% | $85,850-50.6% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.9%+30.1pp | 69.3%+30.7pp |
| Annual return | 0.00% | 23.77%-23.8pp | 21.49%-21.5pp | 318.53%-318.5pp |
| Employer contribution / active EE | $592 | $1,757-66.3% | $2,618-77.4% | $2,565-76.9% |
| Participant deferral / active EE | $1,112 | $2,802-60.3% | $3,923-71.7% | $3,952-71.9% |
| Admin fee / account holder | $1,788 | $4,640-61.5% | $6,873-74.0% | $6,260-71.4% |