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 | $47,681 | $64,707-26.3% | $112,228-57.5% | $68,494-30.4% |
| Participation rate | 83.0% | 67.2%+15.8pp | 75.1%+7.9pp | 67.9%+15.1pp |
| Annual return | -15.48% | -11.40%-4.1pp | 27.45%-42.9pp | -7.84%-7.6pp |
| Employer contribution / active EE | $2,060 | $2,746-25.0% | $3,635-43.3% | $2,596-20.7% |
| Participant deferral / active EE | $3,264 | $3,565-8.4% | $4,728-31.0% | $4,027-18.9% |
| Admin fee / account holder | $1,412 | $5,232-73.0% | $6,410-78.0% | $5,403-73.9% |