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 | $24,326 | $59,805-59.3% | $79,550-69.4% | $68,494-64.5% |
| Participation rate | 94.3% | 61.1%+33.2pp | 69.5%+24.8pp | 67.9%+26.4pp |
| Annual return | -15.70% | -12.30%-3.4pp | 0.16%-15.9pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,550 | $1,505+69.5% | $2,413+5.7% | $2,596-1.8% |
| Participant deferral / active EE | $5,666 | $3,024+87.3% | $3,985+42.2% | $4,027+40.7% |
| Admin fee / account holder | $1,417 | $4,835-70.7% | $6,832-79.3% | $5,403-73.8% |