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 6-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 | $11,495 | $45,863-74.9% | $77,024-85.1% | $68,494-83.2% |
| Participation rate | 100.0% | 55.9%+44.1pp | 67.9%+32.1pp | 67.9%+32.1pp |
| Annual return | -19.91% | 1.72%-21.6pp | 42.32%-62.2pp | -7.84%-12.1pp |
| Employer contribution / active EE | $888 | $1,650-46.2% | $2,812-68.4% | $2,596-65.8% |
| Participant deferral / active EE | $1,011 | $2,962-65.9% | $4,426-77.2% | $4,027-74.9% |
| Admin fee / account holder | $308 | $3,041-89.9% | $5,425-94.3% | $5,403-94.3% |