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 | $30,634 | $42,894-28.6% | $60,874-49.7% | $68,494-55.3% |
| Participation rate | 85.1% | 66.8%+18.3pp | 73.1%+12.0pp | 67.9%+17.2pp |
| Annual return | -16.37% | -13.98%-2.4pp | 16.90%-33.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $2,342 | $1,978+18.4% | $2,701-13.3% | $2,596-9.8% |
| Participant deferral / active EE | $4,936 | $2,867+72.2% | $3,817+29.3% | $4,027+22.6% |
| Admin fee / account holder | $3,682 | $3,101+18.8% | $3,224+14.2% | $5,403-31.8% |