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 | $49,858 | $64,707-22.9% | $112,228-55.6% | $68,494-27.2% |
| Participation rate | 88.5% | 67.2%+21.3pp | 75.1%+13.4pp | 67.9%+20.6pp |
| Annual return | -15.51% | -11.40%-4.1pp | 27.45%-43.0pp | -7.84%-7.7pp |
| Employer contribution / active EE | $3,846 | $2,746+40.1% | $3,635+5.8% | $2,596+48.1% |
| Participant deferral / active EE | $1,787 | $3,565-49.9% | $4,728-62.2% | $4,027-55.6% |
| Admin fee / account holder | $704 | $5,232-86.5% | $6,410-89.0% | $5,403-87.0% |