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 4-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 | $37,254 | $73,867-49.6% | $143,757-74.1% | $68,494-45.6% |
| Participation rate | 97.4% | 66.7%+30.8pp | 80.3%+17.1pp | 67.9%+29.5pp |
| Annual return | -17.47% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,343 | $3,184-57.8% | $4,951-72.9% | $2,596-48.3% |
| Participant deferral / active EE | $5,997 | $3,384+77.2% | $5,637+6.4% | $4,027+48.9% |
| Admin fee / account holder | $930 | $5,755-83.8% | $14,673-93.7% | $5,403-82.8% |