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 | $60,305 | $82,664-27.0% | $125,339-51.9% | $68,494-12.0% |
| Participation rate | 84.1% | 75.0%+9.1pp | 82.4%+1.8pp | 67.9%+16.2pp |
| Annual return | -16.91% | -5.97%-10.9pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $3,206 | $3,381-5.2% | $4,814-33.4% | $2,596+23.5% |
| Participant deferral / active EE | $7,497 | $6,110+22.7% | $7,446+0.7% | $4,027+86.2% |
| Admin fee / account holder | $4,278 | $6,275-31.8% | $10,010-57.3% | $5,403-20.8% |