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 | $36,085 | $56,357-36.0% | $104,294-65.4% | $68,494-47.3% |
| Participation rate | 79.3% | 63.3%+16.1pp | 73.3%+6.0pp | 67.9%+11.4pp |
| Annual return | -15.29% | -9.19%-6.1pp | 24.61%-39.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $815 | $1,960-58.4% | $3,372-75.8% | $2,596-68.6% |
| Participant deferral / active EE | $2,080 | $3,077-32.4% | $4,625-55.0% | $4,027-48.4% |
| Admin fee / account holder | $768 | $4,903-84.3% | $7,339-89.5% | $5,403-85.8% |