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 | $24,625 | $71,883-65.7% | $86,677-71.6% | $68,494-64.0% |
| Participation rate | 76.2% | 72.2%+4.0pp | 76.6%-0.4pp | 67.9%+8.3pp |
| Annual return | -15.57% | 3.52%-19.1pp | 35.91%-51.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,766 | $2,173-18.7% | $2,836-37.8% | $2,596-32.0% |
| Participant deferral / active EE | $2,541 | $3,779-32.8% | $4,656-45.4% | $4,027-36.9% |
| Admin fee / account holder | $1,912 | $6,112-68.7% | $7,493-74.5% | $5,403-64.6% |