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 | $28,517 | $64,707-55.9% | $112,228-74.6% | $68,494-58.4% |
| Participation rate | 70.7% | 67.2%+3.5pp | 75.1%-4.4pp | 67.9%+2.8pp |
| Annual return | -17.25% | -11.40%-5.8pp | 27.45%-44.7pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,237 | $2,746-18.5% | $3,635-38.5% | $2,596-13.8% |
| Participant deferral / active EE | $3,340 | $3,565-6.3% | $4,728-29.4% | $4,027-17.1% |
| Admin fee / account holder | $2,610 | $5,232-50.1% | $6,410-59.3% | $5,403-51.7% |