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 | $29,026 | $42,894-32.3% | $60,874-52.3% | $68,494-57.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -10.58% | -13.98%+3.4pp | 16.90%-27.5pp | -7.84%-2.7pp |
| Employer contribution / active EE | $2,633 | $1,978+33.1% | $2,701-2.5% | $2,596+1.4% |
| Participant deferral / active EE | $886 | $2,867-69.1% | $3,817-76.8% | $4,027-78.0% |
| Admin fee / account holder | $3,659 | $3,101+18.0% | $3,224+13.5% | $5,403-32.3% |