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 | $24,783 | $73,102-66.1% | $123,544-79.9% | $56,287-56.0% |
| Participation rate | 77.1% | 74.3%+2.8pp | 82.3%-5.2pp | 69.9%+7.3pp |
| Annual return | -0.88% | 3.01%-3.9pp | 119.20%-120.1pp | -9.96%+9.1pp |
| Employer contribution / active EE | $2,547 | $2,977-14.4% | $4,628-45.0% | $2,111+20.7% |
| Participant deferral / active EE | $5,511 | $5,423+1.6% | $6,426-14.2% | $3,350+64.5% |
| Admin fee / account holder | $354 | $554-36.0% | $9,284-96.2% | $521-32.0% |