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 | $54,126 | $82,286-34.2% | $68,791-21.3% | $134,475-59.8% |
| Participation rate | 76.9% | 75.1%+1.9pp | 69.0%+7.9pp | 81.2%-4.3pp |
| Annual return | -18.37% | -2.19%-16.2pp | -6.38%-12.0pp | 417.96%-436.3pp |
| Employer contribution / active EE | $1,729 | $3,301-47.6% | $2,655-34.9% | $4,740-63.5% |
| Participant deferral / active EE | $4,279 | $4,739-9.7% | $3,941+8.6% | $6,400-33.1% |
| Admin fee / account holder | $1,594 | $6,481-75.4% | $4,932-67.7% | $11,426-86.1% |