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 | $41,036 | $69,010-40.5% | $159,960-74.3% | $68,494-40.1% |
| Participation rate | 83.1% | 65.4%+17.7pp | 78.0%+5.1pp | 67.9%+15.2pp |
| Annual return | -16.40% | -9.65%-6.7pp | 408.60%-425.0pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,349 | $2,213+51.3% | $4,226-20.8% | $2,596+29.0% |
| Participant deferral / active EE | $7,000 | $4,212+66.2% | $6,182+13.2% | $4,027+73.8% |
| Admin fee / account holder | $1,355 | $4,798-71.7% | $8,698-84.4% | $5,403-74.9% |