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 | $41,024 | $73,004-43.8% | $90,749-54.8% | $68,494-40.1% |
| Participation rate | 81.3% | 70.8%+10.4pp | 75.7%+5.6pp | 67.9%+13.4pp |
| Annual return | -10.92% | -13.81%+2.9pp | -12.16%+1.2pp | -7.84%-3.1pp |
| Employer contribution / active EE | $888 | $2,193-59.5% | $2,921-69.6% | $2,596-65.8% |
| Participant deferral / active EE | $1,760 | $3,627-51.5% | $4,564-61.4% | $4,027-56.3% |
| Admin fee / account holder | $2,180 | $5,896-63.0% | $8,445-74.2% | $5,403-59.7% |