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 | $52,215 | $71,883-27.4% | $86,677-39.8% | $68,494-23.8% |
| Participation rate | 87.5% | 72.2%+15.3pp | 76.6%+10.9pp | 67.9%+19.6pp |
| Annual return | -9.90% | 3.52%-13.4pp | 35.91%-45.8pp | -7.84%-2.1pp |
| Employer contribution / active EE | $2,366 | $2,173+8.9% | $2,836-16.6% | $2,596-8.9% |
| Participant deferral / active EE | $5,376 | $3,779+42.3% | $4,656+15.5% | $4,027+33.5% |
| Admin fee / account holder | $3,306 | $6,112-45.9% | $7,493-55.9% | $5,403-38.8% |