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 | $27,316 | $43,327-37.0% | $59,878-54.4% | $64,186-57.4% |
| Participation rate | 94.7% | 69.2%+25.6pp | 74.7%+20.0pp | 69.6%+25.2pp |
| Annual return | -6.23% | -1.55%-4.7pp | 3.46%-9.7pp | 7.63%-13.9pp |
| Employer contribution / active EE | $964 | $2,028-52.5% | $2,722-64.6% | $2,381-59.5% |
| Participant deferral / active EE | $857 | $2,546-66.3% | $3,402-74.8% | $3,470-75.3% |
| Admin fee / account holder | $2,907 | $3,005-3.3% | $3,590-19.0% | $4,888-40.5% |