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 | $37,668 | $73,867-49.0% | $143,757-73.8% | $68,494-45.0% |
| Participation rate | 91.9% | 66.7%+25.3pp | 80.3%+11.6pp | 67.9%+24.0pp |
| Annual return | -11.38% | 1.01%-12.4pp | -0.04%-11.3pp | -7.84%-3.5pp |
| Employer contribution / active EE | $1,613 | $3,184-49.4% | $4,951-67.4% | $2,596-37.9% |
| Participant deferral / active EE | $3,105 | $3,384-8.3% | $5,637-44.9% | $4,027-22.9% |
| Admin fee / account holder | $2,360 | $5,755-59.0% | $14,673-83.9% | $5,403-56.3% |