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 | $26,674 | $73,867-63.9% | $143,757-81.4% | $68,494-61.1% |
| Participation rate | 70.0% | 66.7%+3.3pp | 80.3%-10.3pp | 67.9%+2.1pp |
| Annual return | -16.58% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,785 | $3,184-43.9% | $4,951-63.9% | $2,596-31.2% |
| Participant deferral / active EE | $3,874 | $3,384+14.5% | $5,637-31.3% | $4,027-3.8% |
| Admin fee / account holder | $2,190 | $5,755-61.9% | $14,673-85.1% | $5,403-59.5% |