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 | $24,139 | $92,222-73.8% | $76,768-68.6% | $135,375-82.2% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | -7.04% | 5.46%-12.5pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $686 | $3,216-78.7% | $2,485-72.4% | $4,779-85.6% |
| Participant deferral / active EE | $2,562 | $4,509-43.2% | $3,852-33.5% | $5,609-54.3% |
| Admin fee / account holder | $1,432 | $10,748-86.7% | $6,675-78.5% | $10,827-86.8% |