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 | $38,137 | $71,883-46.9% | $86,677-56.0% | $68,494-44.3% |
| Participation rate | 78.3% | 72.2%+6.1pp | 76.6%+1.8pp | 67.9%+10.4pp |
| Annual return | -14.85% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $664 | $2,173-69.5% | $2,836-76.6% | $2,596-74.4% |
| Participant deferral / active EE | $2,885 | $3,779-23.7% | $4,656-38.0% | $4,027-28.4% |
| Admin fee / account holder | $1,997 | $6,112-67.3% | $7,493-73.4% | $5,403-63.0% |