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 8-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 | $47,033 | $65,703-28.4% | $94,224-50.1% | $59,632-21.1% |
| Participation rate | 78.8% | 72.1%+6.7pp | 78.8%0pp | 68.7%+10.1pp |
| Annual return | -1.40% | 5.22%-6.6pp | 10.68%-12.1pp | 2041.28%-2042.7pp |
| Employer contribution / active EE | $1,104 | $2,021-45.3% | $3,587-69.2% | $2,203-49.9% |
| Participant deferral / active EE | $4,434 | $3,143+41.1% | $4,320+2.6% | $3,192+38.9% |
| Admin fee / account holder | $903 | $4,264-78.8% | $6,269-85.6% | $4,297-79.0% |