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 | $56,074 | $81,900-31.5% | $119,609-53.1% | $68,494-18.1% |
| Participation rate | 80.9% | 71.9%+9.0pp | 79.3%+1.6pp | 67.9%+13.0pp |
| Annual return | -13.00% | -23.82%+10.8pp | -14.97%+2.0pp | -7.84%-5.2pp |
| Employer contribution / active EE | $2,516 | $2,693-6.6% | $4,232-40.5% | $2,596-3.1% |
| Participant deferral / active EE | $4,683 | $4,148+12.9% | $5,602-16.4% | $4,027+16.3% |
| Admin fee / account holder | $14,459 | $6,582+119.7% | $10,323+40.1% | $5,403+167.6% |