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 | $29,877 | $50,958-41.4% | $74,550-59.9% | $64,186-53.5% |
| Participation rate | 97.0% | 61.1%+35.9pp | 69.1%+27.8pp | 69.6%+27.4pp |
| Annual return | -0.78% | -1.86%+1.1pp | 32.53%-33.3pp | 7.63%-8.4pp |
| Employer contribution / active EE | $658 | $1,115-41.0% | $1,961-66.5% | $2,381-72.4% |
| Participant deferral / active EE | $1,581 | $2,301-31.3% | $3,108-49.1% | $3,470-54.4% |
| Admin fee / account holder | $1,865 | $4,223-55.8% | $5,060-63.1% | $4,888-61.9% |