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 | $45,654 | $48,265-5.4% | $68,791-33.6% | $68,494-33.3% |
| Participation rate | 89.0% | 60.7%+28.4pp | 69.0%+20.0pp | 67.9%+21.1pp |
| Annual return | -12.21% | -12.71%+0.5pp | -6.38%-5.8pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,925 | $1,829+5.2% | $2,655-27.5% | $2,596-25.9% |
| Participant deferral / active EE | $5,210 | $2,867+81.7% | $3,941+32.2% | $4,027+29.4% |
| Admin fee / account holder | $2,366 | $4,355-45.7% | $4,932-52.0% | $5,403-56.2% |