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 | $24,368 | $59,805-59.3% | $79,550-69.4% | $68,494-64.4% |
| Participation rate | 77.6% | 61.1%+16.6pp | 69.5%+8.1pp | 67.9%+9.7pp |
| Annual return | -16.29% | -12.30%-4.0pp | 0.16%-16.5pp | -7.84%-8.4pp |
| Employer contribution / active EE | $912 | $1,505-39.4% | $2,413-62.2% | $2,596-64.9% |
| Participant deferral / active EE | $4,483 | $3,024+48.2% | $3,985+12.5% | $4,027+11.3% |
| Admin fee / account holder | $1,931 | $4,835-60.1% | $6,832-71.7% | $5,403-64.3% |