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 | $41,554 | $71,883-42.2% | $86,677-52.1% | $68,494-39.3% |
| Participation rate | 76.7% | 72.2%+4.4pp | 76.6%+0.1pp | 67.9%+8.8pp |
| Annual return | -14.12% | 3.52%-17.6pp | 35.91%-50.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $1,696 | $2,173-21.9% | $2,836-40.2% | $2,596-34.7% |
| Participant deferral / active EE | $3,744 | $3,779-0.9% | $4,656-19.6% | $4,027-7.0% |
| Admin fee / account holder | $3,807 | $6,112-37.7% | $7,493-49.2% | $5,403-29.5% |