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 | $54,336 | $92,897-41.5% | $90,782-40.1% | $56,287-3.5% |
| Participation rate | 99.0% | 80.7%+18.3pp | 82.7%+16.4pp | 69.9%+29.2pp |
| Annual return | -5.94% | -2.59%-3.3pp | -3.42%-2.5pp | -9.96%+4.0pp |
| Employer contribution / active EE | $3,942 | $3,871+1.8% | $4,105-4.0% | $2,111+86.7% |
| Participant deferral / active EE | $4,901 | $5,551-11.7% | $5,366-8.7% | $3,350+46.3% |
| Admin fee / account holder | $7,225 | $440+1540.3% | $5,908+22.3% | $521+1287.0% |