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 | $44,150 | $131,829-66.5% | $108,579-59.3% | $273,961-83.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.6%-4.6pp | 83.0%-8.0pp |
| Annual return | 3.82% | -91.57%+95.4pp | -51.70%+55.5pp | 41.45%-37.6pp |
| Employer contribution / active EE | $1,778 | $4,912-63.8% | $3,758-52.7% | $4,869-63.5% |
| Participant deferral / active EE | $5,988 | $5,127+16.8% | $4,311+38.9% | $5,287+13.3% |
| Admin fee / account holder | $3,424 | $10,252-66.6% | $7,645-55.2% | $10,132-66.2% |