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 | $48,163 | $73,867-34.8% | $143,757-66.5% | $68,494-29.7% |
| Participation rate | 70.3% | 66.7%+3.7pp | 80.3%-10.0pp | 67.9%+2.4pp |
| Annual return | -13.85% | 1.01%-14.9pp | -0.04%-13.8pp | -7.84%-6.0pp |
| Employer contribution / active EE | $968 | $3,184-69.6% | $4,951-80.5% | $2,596-62.7% |
| Participant deferral / active EE | $1,932 | $3,384-42.9% | $5,637-65.7% | $4,027-52.0% |
| Admin fee / account holder | $6,633 | $5,755+15.3% | $14,673-54.8% | $5,403+22.8% |