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 | $17,744 | $64,707-72.6% | $112,228-84.2% | $68,494-74.1% |
| Participation rate | 76.9% | 67.2%+9.8pp | 75.1%+1.9pp | 67.9%+9.0pp |
| Annual return | -18.93% | -11.40%-7.5pp | 27.45%-46.4pp | -7.84%-11.1pp |
| Employer contribution / active EE | $3,661 | $2,746+33.3% | $3,635+0.7% | $2,596+41.0% |
| Participant deferral / active EE | $2,298 | $3,565-35.5% | $4,728-51.4% | $4,027-42.9% |
| Admin fee / account holder | $3,057 | $5,232-41.6% | $6,410-52.3% | $5,403-43.4% |