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 | $44,456 | $73,867-39.8% | $143,757-69.1% | $68,494-35.1% |
| Participation rate | 80.0% | 66.7%+13.3pp | 80.3%-0.3pp | 67.9%+12.1pp |
| Annual return | -14.37% | 1.01%-15.4pp | -0.04%-14.3pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,929 | $3,184-39.4% | $4,951-61.0% | $2,596-25.7% |
| Participant deferral / active EE | $3,687 | $3,384+8.9% | $5,637-34.6% | $4,027-8.4% |
| Admin fee / account holder | $1,480 | $5,755-74.3% | $14,673-89.9% | $5,403-72.6% |