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 | $48,813 | $82,664-40.9% | $125,339-61.1% | $68,494-28.7% |
| Participation rate | 86.5% | 75.0%+11.4pp | 82.4%+4.1pp | 67.9%+18.6pp |
| Annual return | -17.60% | -5.97%-11.6pp | 572.05%-589.7pp | -7.84%-9.8pp |
| Employer contribution / active EE | $3,595 | $3,381+6.3% | $4,814-25.3% | $2,596+38.5% |
| Participant deferral / active EE | $4,654 | $6,110-23.8% | $7,446-37.5% | $4,027+15.6% |
| Admin fee / account holder | $11,782 | $6,275+87.7% | $10,010+17.7% | $5,403+118.1% |