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 | $34,006 | $59,805-43.1% | $79,550-57.3% | $68,494-50.4% |
| Participation rate | 88.0% | 61.1%+26.9pp | 69.5%+18.5pp | 67.9%+20.1pp |
| Annual return | -12.85% | -12.30%-0.5pp | 0.16%-13.0pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,014 | $1,505+33.8% | $2,413-16.5% | $2,596-22.4% |
| Participant deferral / active EE | $2,223 | $3,024-26.5% | $3,985-44.2% | $4,027-44.8% |
| Admin fee / account holder | $1,115 | $4,835-76.9% | $6,832-83.7% | $5,403-79.4% |