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 6-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 | $9,858 | $54,350-81.9% | $82,719-88.1% | $68,494-85.6% |
| Participation rate | 85.2% | 63.9%+21.3pp | 72.6%+12.6pp | 67.9%+17.3pp |
| Annual return | -18.22% | -13.67%-4.5pp | 701.18%-719.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $880 | $2,218-60.3% | $3,009-70.8% | $2,596-66.1% |
| Participant deferral / active EE | $1,891 | $3,246-41.8% | $4,395-57.0% | $4,027-53.1% |
| Admin fee / account holder | $2,658 | $4,395-39.5% | $5,329-50.1% | $5,403-50.8% |