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 | $41,059 | $73,867-44.4% | $143,757-71.4% | $68,494-40.1% |
| Participation rate | 72.0% | 66.7%+5.3pp | 80.3%-8.3pp | 67.9%+4.1pp |
| Annual return | -18.59% | 1.01%-19.6pp | -0.04%-18.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,794 | $3,184+19.2% | $4,951-23.4% | $2,596+46.1% |
| Participant deferral / active EE | $4,933 | $3,384+45.8% | $5,637-12.5% | $4,027+22.5% |
| Admin fee / account holder | $13,241 | $5,755+130.1% | $14,673-9.8% | $5,403+145.1% |