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 | $57,736 | $54,229+6.5% | $70,092-17.6% | $68,494-15.7% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -10.48% | -13.87%+3.4pp | 190.73%-201.2pp | -7.84%-2.6pp |
| Employer contribution / active EE | $1,024 | $2,018-49.3% | $2,559-60.0% | $2,596-60.6% |
| Participant deferral / active EE | $2,341 | $2,956-20.8% | $3,849-39.2% | $4,027-41.9% |
| Admin fee / account holder | $1,738 | $4,694-63.0% | $6,267-72.3% | $5,403-67.8% |