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 | $24,843 | $142,344-82.5% | $119,609-79.2% | $134,475-81.5% |
| Participation rate | 92.9% | 82.8%+10.0pp | 79.3%+13.6pp | 81.2%+11.6pp |
| Annual return | -17.36% | -12.44%-4.9pp | -14.97%-2.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,552 | $5,222-70.3% | $4,232-63.3% | $4,740-67.2% |
| Participant deferral / active EE | $5,175 | $6,469-20.0% | $5,602-7.6% | $6,400-19.1% |
| Admin fee / account holder | $2,462 | $13,584-81.9% | $10,323-76.2% | $11,426-78.5% |