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 | $59,309 | $71,883-17.5% | $86,677-31.6% | $68,494-13.4% |
| Participation rate | 98.4% | 72.2%+26.1pp | 76.6%+21.8pp | 67.9%+30.5pp |
| Annual return | -16.45% | 3.52%-20.0pp | 35.91%-52.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,985 | $2,173-8.7% | $2,836-30.0% | $2,596-23.6% |
| Participant deferral / active EE | $4,826 | $3,779+27.7% | $4,656+3.7% | $4,027+19.8% |
| Admin fee / account holder | $3,271 | $6,112-46.5% | $7,493-56.4% | $5,403-39.5% |