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 | $21,155 | $45,863-53.9% | $77,024-72.5% | $68,494-69.1% |
| Participation rate | 93.1% | 55.9%+37.2pp | 67.9%+25.2pp | 67.9%+25.2pp |
| Annual return | -17.49% | 1.72%-19.2pp | 42.32%-59.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,042 | $1,650-36.8% | $2,812-62.9% | $2,596-59.9% |
| Participant deferral / active EE | $1,124 | $2,962-62.1% | $4,426-74.6% | $4,027-72.1% |
| Admin fee / account holder | $4,498 | $3,041+47.9% | $5,425-17.1% | $5,403-16.7% |