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 | $86,258 | $81,900+5.3% | $119,609-27.9% | $68,494+25.9% |
| Participation rate | 80.6% | 71.9%+8.7pp | 79.3%+1.3pp | 67.9%+12.7pp |
| Annual return | -15.12% | -23.82%+8.7pp | -14.97%-0.2pp | -7.84%-7.3pp |
| Employer contribution / active EE | $4,677 | $2,693+73.6% | $4,232+10.5% | $2,596+80.1% |
| Participant deferral / active EE | $2,240 | $4,148-46.0% | $5,602-60.0% | $4,027-44.4% |
| Admin fee / account holder | $3,719 | $6,582-43.5% | $10,323-64.0% | $5,403-31.2% |