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 | $38,483 | $81,900-53.0% | $119,609-67.8% | $68,494-43.8% |
| Participation rate | 88.1% | 71.9%+16.2pp | 79.3%+8.8pp | 67.9%+20.2pp |
| Annual return | -15.98% | -23.82%+7.8pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,199 | $2,693-18.4% | $4,232-48.0% | $2,596-15.3% |
| Participant deferral / active EE | $3,279 | $4,148-21.0% | $5,602-41.5% | $4,027-18.6% |
| Admin fee / account holder | $7,770 | $6,582+18.1% | $10,323-24.7% | $5,403+43.8% |