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 | $26,409 | $73,867-64.2% | $143,757-81.6% | $68,494-61.4% |
| Participation rate | 74.3% | 66.7%+7.6pp | 80.3%-6.0pp | 67.9%+6.4pp |
| Annual return | -1.69% | 1.01%-2.7pp | -0.04%-1.6pp | -7.84%+6.2pp |
| Employer contribution / active EE | $1,264 | $3,184-60.3% | $4,951-74.5% | $2,596-51.3% |
| Participant deferral / active EE | $1,441 | $3,384-57.4% | $5,637-74.4% | $4,027-64.2% |
| Admin fee / account holder | $659 | $5,755-88.6% | $14,673-95.5% | $5,403-87.8% |