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 | $34,268 | $73,867-53.6% | $143,757-76.2% | $68,494-50.0% |
| Participation rate | 92.5% | 66.7%+25.8pp | 80.3%+12.1pp | 67.9%+24.6pp |
| Annual return | -16.90% | 1.01%-17.9pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,743 | $3,184-13.9% | $4,951-44.6% | $2,596+5.7% |
| Participant deferral / active EE | $6,057 | $3,384+79.0% | $5,637+7.5% | $4,027+50.4% |
| Admin fee / account holder | $2,805 | $5,755-51.3% | $14,673-80.9% | $5,403-48.1% |