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 | $76,442 | $81,900-6.7% | $119,609-36.1% | $68,494+11.6% |
| Participation rate | 94.4% | 71.9%+22.5pp | 79.3%+15.1pp | 67.9%+26.5pp |
| Annual return | -17.92% | -23.82%+5.9pp | -14.97%-3.0pp | -7.84%-10.1pp |
| Employer contribution / active EE | $2,065 | $2,693-23.3% | $4,232-51.2% | $2,596-20.5% |
| Participant deferral / active EE | $4,403 | $4,148+6.2% | $5,602-21.4% | $4,027+9.3% |
| Admin fee / account holder | $544 | $6,582-91.7% | $10,323-94.7% | $5,403-89.9% |