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 | $13,961 | $73,867-81.1% | $143,757-90.3% | $68,494-79.6% |
| Participation rate | 82.3% | 66.7%+15.6pp | 80.3%+2.0pp | 67.9%+14.4pp |
| Annual return | -14.37% | 1.01%-15.4pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $941 | $3,184-70.5% | $4,951-81.0% | $2,596-63.8% |
| Participant deferral / active EE | $1,609 | $3,384-52.5% | $5,637-71.5% | $4,027-60.0% |
| Admin fee / account holder | $5,524 | $5,755-4.0% | $14,673-62.3% | $5,403+2.3% |