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 | $28,022 | $43,327-35.3% | $59,878-53.2% | $64,186-56.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -4.01% | -1.55%-2.5pp | 3.46%-7.5pp | 7.63%-11.6pp |
| Employer contribution / active EE | $439 | $2,028-78.4% | $2,722-83.9% | $2,381-81.6% |
| Participant deferral / active EE | $2,612 | $2,546+2.6% | $3,402-23.2% | $3,470-24.7% |
| Admin fee / account holder | $14,909 | $3,005+396.1% | $3,590+315.3% | $4,888+205.0% |