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 | $42,250 | $54,350-22.3% | $82,719-48.9% | $68,494-38.3% |
| Participation rate | 96.2% | 63.9%+32.2pp | 72.6%+23.6pp | 67.9%+28.3pp |
| Annual return | -17.12% | -13.67%-3.4pp | 701.18%-718.3pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,773 | $2,218-20.1% | $3,009-41.1% | $2,596-31.7% |
| Participant deferral / active EE | $4,169 | $3,246+28.4% | $4,395-5.1% | $4,027+3.5% |
| Admin fee / account holder | $3,118 | $4,395-29.1% | $5,329-41.5% | $5,403-42.3% |