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 | $20,699 | $54,350-61.9% | $82,719-75.0% | $68,494-69.8% |
| Participation rate | 87.1% | 63.9%+23.2pp | 72.6%+14.5pp | 67.9%+19.2pp |
| Annual return | -12.21% | -13.67%+1.5pp | 701.18%-713.4pp | -7.84%-4.4pp |
| Employer contribution / active EE | $608 | $2,218-72.6% | $3,009-79.8% | $2,596-76.6% |
| Participant deferral / active EE | $929 | $3,246-71.4% | $4,395-78.9% | $4,027-76.9% |
| Admin fee / account holder | $352 | $4,395-92.0% | $5,329-93.4% | $5,403-93.5% |