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 | $41,149 | $81,900-49.8% | $119,609-65.6% | $68,494-39.9% |
| Participation rate | 77.6% | 71.9%+5.7pp | 79.3%-1.7pp | 67.9%+9.7pp |
| Annual return | -14.52% | -23.82%+9.3pp | -14.97%+0.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,088 | $2,693-22.5% | $4,232-50.7% | $2,596-19.6% |
| Participant deferral / active EE | $2,613 | $4,148-37.0% | $5,602-53.4% | $4,027-35.1% |
| Admin fee / account holder | $5,483 | $6,582-16.7% | $10,323-46.9% | $5,403+1.5% |