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 | $27,037 | $73,867-63.4% | $143,757-81.2% | $68,494-60.5% |
| Participation rate | 98.1% | 66.7%+31.4pp | 80.3%+17.8pp | 67.9%+30.2pp |
| Annual return | -13.29% | 1.01%-14.3pp | -0.04%-13.2pp | -7.84%-5.4pp |
| Employer contribution / active EE | $2,348 | $3,184-26.3% | $4,951-52.6% | $2,596-9.6% |
| Participant deferral / active EE | $973 | $3,384-71.3% | $5,637-82.7% | $4,027-75.8% |
| Admin fee / account holder | $1,899 | $5,755-67.0% | $14,673-87.1% | $5,403-64.9% |