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 | $38,875 | $64,707-39.9% | $112,228-65.4% | $68,494-43.2% |
| Participation rate | 88.5% | 67.2%+21.3pp | 75.1%+13.4pp | 67.9%+20.6pp |
| Annual return | -16.16% | -11.40%-4.8pp | 27.45%-43.6pp | -7.84%-8.3pp |
| Employer contribution / active EE | $5,985 | $2,746+118.0% | $3,635+64.7% | $2,596+130.5% |
| Participant deferral / active EE | $3,415 | $3,565-4.2% | $4,728-27.8% | $4,027-15.2% |
| Admin fee / account holder | $7,733 | $5,232+47.8% | $6,410+20.6% | $5,403+43.1% |