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 | $38,225 | $42,894-10.9% | $60,874-37.2% | $68,494-44.2% |
| Participation rate | 95.0% | 66.8%+28.2pp | 73.1%+21.9pp | 67.9%+27.1pp |
| Annual return | -13.41% | -13.98%+0.6pp | 16.90%-30.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $775 | $1,978-60.8% | $2,701-71.3% | $2,596-70.2% |
| Participant deferral / active EE | $2,047 | $2,867-28.6% | $3,817-46.4% | $4,027-49.2% |
| Admin fee / account holder | $3,090 | $3,101-0.3% | $3,224-4.2% | $5,403-42.8% |