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 | $25,383 | $73,867-65.6% | $143,757-82.3% | $68,494-62.9% |
| Participation rate | 90.9% | 66.7%+24.3pp | 80.3%+10.6pp | 67.9%+23.0pp |
| Annual return | -11.80% | 1.01%-12.8pp | -0.04%-11.8pp | -7.84%-4.0pp |
| Employer contribution / active EE | $2,670 | $3,184-16.1% | $4,951-46.1% | $2,596+2.8% |
| Participant deferral / active EE | $2,558 | $3,384-24.4% | $5,637-54.6% | $4,027-36.5% |
| Admin fee / account holder | $1,704 | $5,755-70.4% | $14,673-88.4% | $5,403-68.5% |