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 | $40,050 | $73,867-45.8% | $143,757-72.1% | $68,494-41.5% |
| Participation rate | 92.9% | 66.7%+26.2pp | 80.3%+12.6pp | 67.9%+25.0pp |
| Annual return | -16.38% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,706 | $3,184-15.0% | $4,951-45.4% | $2,596+4.2% |
| Participant deferral / active EE | $3,655 | $3,384+8.0% | $5,637-35.2% | $4,027-9.2% |
| Admin fee / account holder | $2,137 | $5,755-62.9% | $14,673-85.4% | $5,403-60.5% |