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 | $41,222 | $42,894-3.9% | $60,874-32.3% | $68,494-39.8% |
| Participation rate | 93.1% | 66.8%+26.3pp | 73.1%+20.0pp | 67.9%+25.2pp |
| Annual return | -7.18% | -13.98%+6.8pp | 16.90%-24.1pp | -7.84%+0.7pp |
| Employer contribution / active EE | $0 | $1,978-100.0% | $2,701-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,377 | $2,867-52.0% | $3,817-63.9% | $4,027-65.8% |
| Admin fee / account holder | $954 | $3,101-69.2% | $3,224-70.4% | $5,403-82.3% |