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 | $43,333 | $82,286-47.3% | $68,791-37.0% | $134,475-67.8% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -6.73% | -2.19%-4.5pp | -6.38%-0.4pp | 417.96%-424.7pp |
| Employer contribution / active EE | $486 | $3,301-85.3% | $2,655-81.7% | $4,740-89.7% |
| Participant deferral / active EE | $2,264 | $4,739-52.2% | $3,941-42.5% | $6,400-64.6% |
| Admin fee / account holder | $1,271 | $6,481-80.4% | $4,932-74.2% | $11,426-88.9% |