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 | $50,146 | $64,707-22.5% | $112,228-55.3% | $68,494-26.8% |
| Participation rate | 88.4% | 67.2%+21.2pp | 75.1%+13.3pp | 67.9%+20.5pp |
| Annual return | -13.81% | -11.40%-2.4pp | 27.45%-41.3pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,720 | $2,746-37.3% | $3,635-52.7% | $2,596-33.7% |
| Participant deferral / active EE | $4,256 | $3,565+19.4% | $4,728-10.0% | $4,027+5.7% |
| Admin fee / account holder | $14,358 | $5,232+174.4% | $6,410+124.0% | $5,403+165.8% |