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 | $36,946 | $64,707-42.9% | $112,228-67.1% | $68,494-46.1% |
| Participation rate | 74.1% | 67.2%+6.9pp | 75.1%-1.0pp | 67.9%+6.2pp |
| Annual return | -17.08% | -11.40%-5.7pp | 27.45%-44.5pp | -7.84%-9.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,424 | $3,565-32.0% | $4,728-48.7% | $4,027-39.8% |
| Admin fee / account holder | $1,568 | $5,232-70.0% | $6,410-75.5% | $5,403-71.0% |