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 | $53,566 | $64,707-17.2% | $112,228-52.3% | $68,494-21.8% |
| Participation rate | 83.0% | 67.2%+15.8pp | 75.1%+7.9pp | 67.9%+15.1pp |
| Annual return | -17.62% | -11.40%-6.2pp | 27.45%-45.1pp | -7.84%-9.8pp |
| Employer contribution / active EE | $4,294 | $2,746+56.4% | $3,635+18.1% | $2,596+65.4% |
| Participant deferral / active EE | $3,919 | $3,565+9.9% | $4,728-17.1% | $4,027-2.7% |
| Admin fee / account holder | $2,410 | $5,232-53.9% | $6,410-62.4% | $5,403-55.4% |