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 | $34,520 | $73,867-53.3% | $143,757-76.0% | $68,494-49.6% |
| Participation rate | 97.2% | 66.7%+30.6pp | 80.3%+16.9pp | 67.9%+29.3pp |
| Annual return | -18.43% | 1.01%-19.4pp | -0.04%-18.4pp | -7.84%-10.6pp |
| Employer contribution / active EE | $813 | $3,184-74.5% | $4,951-83.6% | $2,596-68.7% |
| Participant deferral / active EE | $4,652 | $3,384+37.4% | $5,637-17.5% | $4,027+15.5% |
| Admin fee / account holder | $1,043 | $5,755-81.9% | $14,673-92.9% | $5,403-80.7% |