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 | $24,586 | $73,004-66.3% | $90,749-72.9% | $68,494-64.1% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | -9.94% | -13.81%+3.9pp | -12.16%+2.2pp | -7.84%-2.1pp |
| Employer contribution / active EE | $2,387 | $2,193+8.9% | $2,921-18.3% | $2,596-8.1% |
| Participant deferral / active EE | $4,732 | $3,627+30.5% | $4,564+3.7% | $4,027+17.5% |
| Admin fee / account holder | $45,779 | $5,896+676.5% | $8,445+442.1% | $5,403+747.3% |