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 | $41,968 | $110,094-61.9% | $151,611-72.3% | $68,494-38.7% |
| Participation rate | 70.4% | 84.0%-13.6pp | 87.5%-17.1pp | 67.9%+2.5pp |
| Annual return | -8.55% | -10.12%+1.6pp | 3.33%-11.9pp | -7.84%-0.7pp |
| Employer contribution / active EE | $5,549 | $4,471+24.1% | $6,166-10.0% | $2,596+113.7% |
| Participant deferral / active EE | $5,207 | $6,527-20.2% | $8,363-37.7% | $4,027+29.3% |
| Admin fee / account holder | $47,952 | $7,719+521.3% | $11,616+312.8% | $5,403+787.5% |