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 | $60,425 | $69,010-12.4% | $159,960-62.2% | $68,494-11.8% |
| Participation rate | 82.4% | 65.4%+17.0pp | 78.0%+4.5pp | 67.9%+14.5pp |
| Annual return | -15.82% | -9.65%-6.2pp | 408.60%-424.4pp | -7.84%-8.0pp |
| Employer contribution / active EE | $1,097 | $2,213-50.4% | $4,226-74.0% | $2,596-57.7% |
| Participant deferral / active EE | $3,240 | $4,212-23.1% | $6,182-47.6% | $4,027-19.5% |
| Admin fee / account holder | $4,425 | $4,798-7.8% | $8,698-49.1% | $5,403-18.1% |