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 | $40,257 | $64,707-37.8% | $112,228-64.1% | $68,494-41.2% |
| Participation rate | 92.6% | 67.2%+25.4pp | 75.1%+17.5pp | 67.9%+24.7pp |
| Annual return | -14.69% | -11.40%-3.3pp | 27.45%-42.1pp | -7.84%-6.8pp |
| Employer contribution / active EE | $1,010 | $2,746-63.2% | $3,635-72.2% | $2,596-61.1% |
| Participant deferral / active EE | $2,214 | $3,565-37.9% | $4,728-53.2% | $4,027-45.0% |
| Admin fee / account holder | $2,029 | $5,232-61.2% | $6,410-68.3% | $5,403-62.4% |