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 | $42,212 | $73,867-42.9% | $143,757-70.6% | $68,494-38.4% |
| Participation rate | 76.1% | 66.7%+9.4pp | 80.3%-4.3pp | 67.9%+8.2pp |
| Annual return | -16.58% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $2,122 | $3,184-33.4% | $4,951-57.1% | $2,596-18.3% |
| Participant deferral / active EE | $5,063 | $3,384+49.6% | $5,637-10.2% | $4,027+25.7% |
| Admin fee / account holder | $4,067 | $5,755-29.3% | $14,673-72.3% | $5,403-24.7% |