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 | $67,960 | $71,883-5.5% | $86,677-21.6% | $68,494-0.8% |
| Participation rate | 83.3% | 72.2%+11.1pp | 76.6%+6.8pp | 67.9%+15.4pp |
| Annual return | -17.59% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $2,185 | $2,173+0.6% | $2,836-23.0% | $2,596-15.8% |
| Participant deferral / active EE | $4,354 | $3,779+15.2% | $4,656-6.5% | $4,027+8.1% |
| Admin fee / account holder | $2,713 | $6,112-55.6% | $7,493-63.8% | $5,403-49.8% |