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 | $42,217 | $73,867-42.8% | $143,757-70.6% | $68,494-38.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -17.29% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,127 | $3,184-33.2% | $4,951-57.0% | $2,596-18.1% |
| Participant deferral / active EE | $4,103 | $3,384+21.2% | $5,637-27.2% | $4,027+1.9% |
| Admin fee / account holder | $4,198 | $5,755-27.1% | $14,673-71.4% | $5,403-22.3% |