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 | $47,102 | $73,867-36.2% | $143,757-67.2% | $68,494-31.2% |
| Participation rate | 97.6% | 66.7%+30.9pp | 80.3%+17.3pp | 67.9%+29.7pp |
| Annual return | -15.86% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,225 | $3,184+1.3% | $4,951-34.9% | $2,596+24.2% |
| Participant deferral / active EE | $2,774 | $3,384-18.0% | $5,637-50.8% | $4,027-31.1% |
| Admin fee / account holder | $5,606 | $5,755-2.6% | $14,673-61.8% | $5,403+3.8% |