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 | $58,529 | $76,912-23.9% | $129,110-54.7% | $68,494-14.5% |
| Participation rate | 96.9% | 69.1%+27.7pp | 77.3%+19.6pp | 67.9%+29.0pp |
| Annual return | -17.60% | -9.78%-7.8pp | -10.94%-6.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $5,325 | $3,243+64.2% | $5,052+5.4% | $2,596+105.1% |
| Participant deferral / active EE | $9,215 | $4,732+94.7% | $6,542+40.9% | $4,027+128.8% |
| Admin fee / account holder | $16,092 | $6,638+142.4% | $14,302+12.5% | $5,403+197.8% |