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 | $24,413 | $73,867-67.0% | $143,757-83.0% | $68,494-64.4% |
| Participation rate | 72.5% | 66.7%+5.9pp | 80.3%-7.8pp | 67.9%+4.7pp |
| Annual return | -16.24% | 1.01%-17.2pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $868 | $3,184-72.7% | $4,951-82.5% | $2,596-66.6% |
| Participant deferral / active EE | $1,822 | $3,384-46.2% | $5,637-67.7% | $4,027-54.8% |
| Admin fee / account holder | $10,095 | $5,755+75.4% | $14,673-31.2% | $5,403+86.9% |