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 | $35,979 | $62,586-42.5% | $76,768-53.1% | $64,186-43.9% |
| Participation rate | 96.9% | 72.8%+24.1pp | 77.0%+19.9pp | 69.6%+27.3pp |
| Annual return | -3.25% | -1.95%-1.3pp | 2.43%-5.7pp | 7.63%-10.9pp |
| Employer contribution / active EE | $4,472 | $1,832+144.1% | $2,485+79.9% | $2,381+87.8% |
| Participant deferral / active EE | $2,021 | $3,145-35.7% | $3,852-47.5% | $3,470-41.7% |
| Admin fee / account holder | $13,837 | $4,667+196.5% | $6,675+107.3% | $4,888+183.1% |