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 | $54,312 | $81,900-33.7% | $119,609-54.6% | $68,494-20.7% |
| Participation rate | 82.9% | 71.9%+11.0pp | 79.3%+3.6pp | 67.9%+15.0pp |
| Annual return | -16.93% | -23.82%+6.9pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $2,099 | $2,693-22.1% | $4,232-50.4% | $2,596-19.2% |
| Participant deferral / active EE | $4,189 | $4,148+1.0% | $5,602-25.2% | $4,027+4.0% |
| Admin fee / account holder | $2,124 | $6,582-67.7% | $10,323-79.4% | $5,403-60.7% |