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 | $34,491 | $56,357-38.8% | $104,294-66.9% | $68,494-49.6% |
| Participation rate | 73.7% | 63.3%+10.4pp | 73.3%+0.4pp | 67.9%+5.8pp |
| Annual return | -16.22% | -9.19%-7.0pp | 24.61%-40.8pp | -7.84%-8.4pp |
| Employer contribution / active EE | $753 | $1,960-61.6% | $3,372-77.7% | $2,596-71.0% |
| Participant deferral / active EE | $3,461 | $3,077+12.5% | $4,625-25.2% | $4,027-14.1% |
| Admin fee / account holder | $4,060 | $4,903-17.2% | $7,339-44.7% | $5,403-24.9% |