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 | $53,059 | $110,094-51.8% | $151,611-65.0% | $68,494-22.5% |
| Participation rate | 82.5% | 84.0%-1.5pp | 87.5%-5.0pp | 67.9%+14.6pp |
| Annual return | -13.12% | -10.12%-3.0pp | 3.33%-16.5pp | -7.84%-5.3pp |
| Employer contribution / active EE | $1,910 | $4,471-57.3% | $6,166-69.0% | $2,596-26.4% |
| Participant deferral / active EE | $3,192 | $6,527-51.1% | $8,363-61.8% | $4,027-20.7% |
| Admin fee / account holder | $26,180 | $7,719+239.2% | $11,616+125.4% | $5,403+384.6% |