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 | $26,095 | $42,894-39.2% | $60,874-57.1% | $68,494-61.9% |
| Participation rate | 89.7% | 66.8%+23.0pp | 73.1%+16.6pp | 67.9%+21.9pp |
| Annual return | -14.86% | -13.98%-0.9pp | 16.90%-31.8pp | -7.84%-7.0pp |
| Employer contribution / active EE | $2,242 | $1,978+13.3% | $2,701-17.0% | $2,596-13.7% |
| Participant deferral / active EE | $8,378 | $2,867+192.2% | $3,817+119.5% | $4,027+108.0% |
| Admin fee / account holder | $2,414 | $3,101-22.1% | $3,224-25.1% | $5,403-55.3% |