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 | $17,877 | $73,867-75.8% | $143,757-87.6% | $68,494-73.9% |
| Participation rate | 89.7% | 66.7%+23.1pp | 80.3%+9.4pp | 67.9%+21.9pp |
| Annual return | -17.57% | 1.01%-18.6pp | -0.04%-17.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,175 | $3,184-63.1% | $4,951-76.3% | $2,596-54.7% |
| Participant deferral / active EE | $2,801 | $3,384-17.2% | $5,637-50.3% | $4,027-30.5% |
| Admin fee / account holder | $525 | $5,755-90.9% | $14,673-96.4% | $5,403-90.3% |