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 | $38,053 | $59,805-36.4% | $79,550-52.2% | $68,494-44.4% |
| Participation rate | 91.4% | 61.1%+30.4pp | 69.5%+21.9pp | 67.9%+23.5pp |
| Annual return | -14.90% | -12.30%-2.6pp | 0.16%-15.1pp | -7.84%-7.1pp |
| Employer contribution / active EE | $881 | $1,505-41.4% | $2,413-63.5% | $2,596-66.0% |
| Participant deferral / active EE | $3,526 | $3,024+16.6% | $3,985-11.5% | $4,027-12.4% |
| Admin fee / account holder | $18,230 | $4,835+277.1% | $6,832+166.8% | $5,403+237.4% |