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 | $34,660 | $59,805-42.0% | $79,550-56.4% | $68,494-49.4% |
| Participation rate | 98.3% | 61.1%+37.2pp | 69.5%+28.8pp | 67.9%+30.4pp |
| Annual return | -11.90% | -12.30%+0.4pp | 0.16%-12.1pp | -7.84%-4.1pp |
| Employer contribution / active EE | $1,604 | $1,505+6.6% | $2,413-33.5% | $2,596-38.2% |
| Participant deferral / active EE | $0 | $3,024-100.0% | $3,985-100.0% | $4,027-100.0% |
| Admin fee / account holder | $2,437 | $4,835-49.6% | $6,832-64.3% | $5,403-54.9% |