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 | $19,251 | $45,152-57.4% | $73,843-73.9% | $59,632-67.7% |
| Participation rate | 100.0% | 64.0%+36.0pp | 73.4%+26.6pp | 68.7%+31.3pp |
| Annual return | -0.60% | 27.40%-28.0pp | 2267.84%-2268.4pp | 2041.28%-2041.9pp |
| Employer contribution / active EE | $1,665 | $1,902-12.5% | $2,787-40.3% | $2,203-24.4% |
| Participant deferral / active EE | $1,762 | $2,574-31.5% | $3,583-50.8% | $3,192-44.8% |
| Admin fee / account holder | $8,676 | $3,516+146.7% | $4,880+77.8% | $4,297+101.9% |