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 | $27,077 | $67,214-59.7% | $61,491-56.0% | $134,475-79.9% |
| Participation rate | 72.7% | 83.7%-11.0pp | 79.3%-6.6pp | 81.2%-8.5pp |
| Annual return | -15.56% | -12.08%-3.5pp | -12.98%-2.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,578 | $4,974-68.3% | $4,246-62.8% | $4,740-66.7% |
| Participant deferral / active EE | $1,916 | $6,103-68.6% | $5,188-63.1% | $6,400-70.1% |
| Admin fee / account holder | $414 | $4,610-91.0% | $4,312-90.4% | $11,426-96.4% |