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 | $46,810 | $48,265-3.0% | $68,791-32.0% | $68,494-31.7% |
| Participation rate | 98.0% | 60.7%+37.4pp | 69.0%+29.0pp | 67.9%+30.2pp |
| Annual return | -17.67% | -12.71%-5.0pp | -6.38%-11.3pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,544 | $2,867+58.5% | $3,941+15.3% | $4,027+12.8% |
| Admin fee / account holder | $4,422 | $4,355+1.5% | $4,932-10.3% | $5,403-18.1% |