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 3-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 | $40,001 | $113,935-64.9% | $94,224-57.5% | $125,391-68.1% |
| Participation rate | 79.2% | 82.9%-3.7pp | 78.8%+0.4pp | 83.2%-4.0pp |
| Annual return | -2.69% | 5.29%-8.0pp | 10.68%-13.4pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,106 | $4,727-76.6% | $3,587-69.2% | $4,866-77.3% |
| Participant deferral / active EE | $1,990 | $5,179-61.6% | $4,320-53.9% | $5,352-62.8% |
| Admin fee / account holder | $542 | $8,391-93.5% | $6,269-91.4% | $9,540-94.3% |