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 | $27,292 | $73,867-63.1% | $143,757-81.0% | $68,494-60.2% |
| Participation rate | 97.6% | 66.7%+30.9pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -14.80% | 1.01%-15.8pp | -0.04%-14.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,311 | $3,184-27.4% | $4,951-53.3% | $2,596-11.0% |
| Participant deferral / active EE | $1,067 | $3,384-68.5% | $5,637-81.1% | $4,027-73.5% |
| Admin fee / account holder | $3,776 | $5,755-34.4% | $14,673-74.3% | $5,403-30.1% |