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 | $19,738 | $48,265-59.1% | $68,791-71.3% | $68,494-71.2% |
| Participation rate | 80.0% | 60.7%+19.3pp | 69.0%+11.0pp | 67.9%+12.1pp |
| Annual return | -11.28% | -12.71%+1.4pp | -6.38%-4.9pp | -7.84%-3.4pp |
| Employer contribution / active EE | $757 | $1,829-58.6% | $2,655-71.5% | $2,596-70.8% |
| Participant deferral / active EE | $2,272 | $2,867-20.7% | $3,941-42.3% | $4,027-43.6% |
| Admin fee / account holder | $4,619 | $4,355+6.0% | $4,932-6.3% | $5,403-14.5% |