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 | $58,219 | $81,900-28.9% | $119,609-51.3% | $68,494-15.0% |
| Participation rate | 75.6% | 71.9%+3.7pp | 79.3%-3.6pp | 67.9%+7.7pp |
| Annual return | -13.90% | -23.82%+9.9pp | -14.97%+1.1pp | -7.84%-6.1pp |
| Employer contribution / active EE | $993 | $2,693-63.1% | $4,232-76.5% | $2,596-61.8% |
| Participant deferral / active EE | $3,685 | $4,148-11.2% | $5,602-34.2% | $4,027-8.5% |
| Admin fee / account holder | $5,860 | $6,582-11.0% | $10,323-43.2% | $5,403+8.5% |