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 4-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 | $27,711 | $70,428-60.7% | $96,562-71.3% | $85,850-67.7% |
| Participation rate | 92.6% | 61.8%+30.8pp | 69.8%+22.8pp | 69.3%+23.3pp |
| Annual return | 0.00% | 18.59%-18.6pp | 37.78%-37.8pp | 318.53%-318.5pp |
| Employer contribution / active EE | $2,021 | $1,413+43.0% | $2,356-14.2% | $2,565-21.2% |
| Participant deferral / active EE | $4,499 | $2,894+55.5% | $3,849+16.9% | $3,952+13.9% |
| Admin fee / account holder | $1,130 | $4,997-77.4% | $6,181-81.7% | $6,260-81.9% |