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 | $35,958 | $56,357-36.2% | $104,294-65.5% | $68,494-47.5% |
| Participation rate | 87.7% | 63.3%+24.4pp | 73.3%+14.4pp | 67.9%+19.8pp |
| Annual return | -15.61% | -9.19%-6.4pp | 24.61%-40.2pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,721 | $1,960-12.2% | $3,372-49.0% | $2,596-33.7% |
| Participant deferral / active EE | $4,371 | $3,077+42.1% | $4,625-5.5% | $4,027+8.5% |
| Admin fee / account holder | $5,188 | $4,903+5.8% | $7,339-29.3% | $5,403-4.0% |