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 | $50,397 | $64,707-22.1% | $112,228-55.1% | $68,494-26.4% |
| Participation rate | 88.0% | 67.2%+20.8pp | 75.1%+12.9pp | 67.9%+20.1pp |
| Annual return | -15.29% | -11.40%-3.9pp | 27.45%-42.7pp | -7.84%-7.4pp |
| Employer contribution / active EE | $5,357 | $2,746+95.1% | $3,635+47.4% | $2,596+106.3% |
| Participant deferral / active EE | $1,563 | $3,565-56.2% | $4,728-66.9% | $4,027-61.2% |
| Admin fee / account holder | $5,555 | $5,232+6.2% | $6,410-13.3% | $5,403+2.8% |