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 | $25,881 | $95,193-72.8% | $76,523-66.2% | $135,375-80.9% |
| Participation rate | 88.9% | 74.4%+14.5pp | 68.0%+20.9pp | 82.6%+6.2pp |
| Annual return | -3.03% | 4.85%-7.9pp | -0.27%-2.8pp | 519.73%-522.8pp |
| Employer contribution / active EE | $1,091 | $3,302-67.0% | $2,647-58.8% | $4,779-77.2% |
| Participant deferral / active EE | $1,937 | $4,639-58.2% | $3,835-49.5% | $5,609-65.5% |
| Admin fee / account holder | $4,173 | $6,249-33.2% | $4,848-13.9% | $10,827-61.5% |