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 | $47,065 | $71,883-34.5% | $86,677-45.7% | $68,494-31.3% |
| Participation rate | 97.0% | 72.2%+24.8pp | 76.6%+20.4pp | 67.9%+29.1pp |
| Annual return | -14.89% | 3.52%-18.4pp | 35.91%-50.8pp | -7.84%-7.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,898 | $3,779+3.1% | $4,656-16.3% | $4,027-3.2% |
| Admin fee / account holder | $9,450 | $6,112+54.6% | $7,493+26.1% | $5,403+74.9% |