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 | $40,572 | $71,883-43.6% | $86,677-53.2% | $68,494-40.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -13.77% | 3.52%-17.3pp | 35.91%-49.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $957 | $2,173-56.0% | $2,836-66.3% | $2,596-63.2% |
| Participant deferral / active EE | $2,504 | $3,779-33.7% | $4,656-46.2% | $4,027-37.8% |
| Admin fee / account holder | $3,473 | $6,112-43.2% | $7,493-53.6% | $5,403-35.7% |