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 | $37,901 | $71,883-47.3% | $86,677-56.3% | $68,494-44.7% |
| Participation rate | 84.1% | 72.2%+11.9pp | 76.6%+7.5pp | 67.9%+16.2pp |
| Annual return | -17.18% | 3.52%-20.7pp | 35.91%-53.1pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,955 | $2,173-10.0% | $2,836-31.1% | $2,596-24.7% |
| Participant deferral / active EE | $4,538 | $3,779+20.1% | $4,656-2.5% | $4,027+12.7% |
| Admin fee / account holder | $1,928 | $6,112-68.5% | $7,493-74.3% | $5,403-64.3% |