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 5-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 | $27,098 | $45,863-40.9% | $77,024-64.8% | $68,494-60.4% |
| Participation rate | 89.7% | 55.9%+33.8pp | 67.9%+21.8pp | 67.9%+21.9pp |
| Annual return | -16.31% | 1.72%-18.0pp | 42.32%-58.6pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,092 | $1,650+26.8% | $2,812-25.6% | $2,596-19.4% |
| Participant deferral / active EE | $6,846 | $2,962+131.1% | $4,426+54.7% | $4,027+70.0% |
| Admin fee / account holder | $8,841 | $3,041+190.8% | $5,425+63.0% | $5,403+63.6% |