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 | $45,885 | $59,805-23.3% | $79,550-42.3% | $68,494-33.0% |
| Participation rate | 82.4% | 61.1%+21.4pp | 69.5%+12.9pp | 67.9%+14.5pp |
| Annual return | -8.42% | -12.30%+3.9pp | 0.16%-8.6pp | -7.84%-0.6pp |
| Employer contribution / active EE | $3,082 | $1,505+104.8% | $2,413+27.7% | $2,596+18.7% |
| Participant deferral / active EE | $4,091 | $3,024+35.3% | $3,985+2.7% | $4,027+1.6% |
| Admin fee / account holder | $1,359 | $4,835-71.9% | $6,832-80.1% | $5,403-74.8% |