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 5-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 | $11,578 | $48,265-76.0% | $68,791-83.2% | $68,494-83.1% |
| Participation rate | 88.2% | 60.7%+27.6pp | 69.0%+19.2pp | 67.9%+20.3pp |
| Annual return | -3.63% | -12.71%+9.1pp | -6.38%+2.7pp | -7.84%+4.2pp |
| Employer contribution / active EE | $1,439 | $1,829-21.3% | $2,655-45.8% | $2,596-44.6% |
| Participant deferral / active EE | $2,862 | $2,867-0.1% | $3,941-27.4% | $4,027-28.9% |
| Admin fee / account holder | $1,027 | $4,355-76.4% | $4,932-79.2% | $5,403-81.0% |