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 | $47,074 | $76,000-38.1% | $154,107-69.5% | $64,186-26.7% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -4.08% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $1,669 | $3,351-50.2% | $5,298-68.5% | $2,381-29.9% |
| Participant deferral / active EE | $4,683 | $3,175+47.5% | $5,081-7.8% | $3,470+35.0% |
| Admin fee / account holder | $9,309 | $5,596+66.3% | $13,411-30.6% | $4,888+90.4% |