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 | $42,454 | $69,010-38.5% | $159,960-73.5% | $68,494-38.0% |
| Participation rate | 72.7% | 65.4%+7.3pp | 78.0%-5.2pp | 67.9%+4.8pp |
| Annual return | -16.23% | -9.65%-6.6pp | 408.60%-424.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $1,161 | $2,213-47.5% | $4,226-72.5% | $2,596-55.3% |
| Participant deferral / active EE | $1,908 | $4,212-54.7% | $6,182-69.1% | $4,027-52.6% |
| Admin fee / account holder | $3,090 | $4,798-35.6% | $8,698-64.5% | $5,403-42.8% |