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 | $36,716 | $27,641+32.8% | $61,373-40.2% | $68,494-46.4% |
| Participation rate | 79.5% | 39.5%+40.0pp | 52.6%+26.9pp | 67.9%+11.6pp |
| Annual return | -17.45% | -13.24%-4.2pp | 338.61%-356.1pp | -7.84%-9.6pp |
| Employer contribution / active EE | $1,156 | $695+66.2% | $1,159-0.3% | $2,596-55.5% |
| Participant deferral / active EE | $1,836 | $1,263+45.4% | $2,125-13.6% | $4,027-54.4% |
| Admin fee / account holder | $1,636 | $2,010-18.6% | $2,130-23.2% | $5,403-69.7% |