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 | $37,154 | $81,900-54.6% | $119,609-68.9% | $68,494-45.8% |
| Participation rate | 71.6% | 71.9%-0.3pp | 79.3%-7.7pp | 67.9%+3.7pp |
| Annual return | -16.50% | -23.82%+7.3pp | -14.97%-1.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,324 | $2,693-50.8% | $4,232-68.7% | $2,596-49.0% |
| Participant deferral / active EE | $2,404 | $4,148-42.1% | $5,602-57.1% | $4,027-40.3% |
| Admin fee / account holder | $9,039 | $6,582+37.3% | $10,323-12.4% | $5,403+67.3% |