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 | $31,490 | $49,280-36.1% | $67,313-53.2% | $64,186-50.9% |
| Participation rate | 72.1% | 60.8%+11.3pp | 69.1%+3.0pp | 69.6%+2.5pp |
| Annual return | -5.26% | -1.39%-3.9pp | -4.08%-1.2pp | 7.63%-12.9pp |
| Employer contribution / active EE | $368 | $1,668-77.9% | $2,566-85.6% | $2,381-84.5% |
| Participant deferral / active EE | $1,727 | $2,484-30.5% | $3,568-51.6% | $3,470-50.2% |
| Admin fee / account holder | $1,053 | $3,863-72.7% | $4,507-76.6% | $4,888-78.5% |