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 | $40,451 | $72,404-44.1% | $110,238-63.3% | $64,186-37.0% |
| Participation rate | 92.7% | 73.3%+19.3pp | 79.8%+12.9pp | 69.6%+23.1pp |
| Annual return | -5.26% | -6.29%+1.0pp | 314.74%-320.0pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,783 | $2,282-21.8% | $3,826-53.4% | $2,381-25.1% |
| Participant deferral / active EE | $4,575 | $3,469+31.9% | $4,672-2.1% | $3,470+31.9% |
| Admin fee / account holder | $1,179 | $5,664-79.2% | $8,547-86.2% | $4,888-75.9% |