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 | $39,219 | $73,867-46.9% | $143,757-72.7% | $68,494-42.7% |
| Participation rate | 78.8% | 66.7%+12.2pp | 80.3%-1.5pp | 67.9%+11.0pp |
| Annual return | -17.35% | 1.01%-18.4pp | -0.04%-17.3pp | -7.84%-9.5pp |
| Employer contribution / active EE | $3,387 | $3,184+6.4% | $4,951-31.6% | $2,596+30.4% |
| Participant deferral / active EE | $2,914 | $3,384-13.9% | $5,637-48.3% | $4,027-27.6% |
| Admin fee / account holder | $1,018 | $5,755-82.3% | $14,673-93.1% | $5,403-81.2% |