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 | $30,874 | $71,883-57.1% | $86,677-64.4% | $68,494-54.9% |
| Participation rate | 92.9% | 72.2%+20.6pp | 76.6%+16.3pp | 67.9%+25.0pp |
| Annual return | -15.11% | 3.52%-18.6pp | 35.91%-51.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,633 | $2,173-24.8% | $2,836-42.4% | $2,596-37.1% |
| Participant deferral / active EE | $2,995 | $3,779-20.7% | $4,656-35.7% | $4,027-25.6% |
| Admin fee / account holder | $7,373 | $6,112+20.6% | $7,493-1.6% | $5,403+36.5% |