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 | $53,308 | $110,094-51.6% | $151,611-64.8% | $68,494-22.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -16.61% | -10.12%-6.5pp | 3.33%-19.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,864 | $4,471-58.3% | $6,166-69.8% | $2,596-28.2% |
| Participant deferral / active EE | $4,421 | $6,527-32.3% | $8,363-47.1% | $4,027+9.8% |
| Admin fee / account holder | $3,208 | $7,719-58.4% | $11,616-72.4% | $5,403-40.6% |