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 | $33,848 | $73,867-54.2% | $143,757-76.5% | $68,494-50.6% |
| Participation rate | 81.3% | 66.7%+14.6pp | 80.3%+0.9pp | 67.9%+13.4pp |
| Annual return | -17.31% | 1.01%-18.3pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $718 | $3,184-77.5% | $4,951-85.5% | $2,596-72.3% |
| Participant deferral / active EE | $3,101 | $3,384-8.4% | $5,637-45.0% | $4,027-23.0% |
| Admin fee / account holder | $5,693 | $5,755-1.1% | $14,673-61.2% | $5,403+5.4% |