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 | $45,950 | $56,357-18.5% | $104,294-55.9% | $68,494-32.9% |
| Participation rate | 100.0% | 63.3%+36.7pp | 73.3%+26.7pp | 67.9%+32.1pp |
| Annual return | -11.31% | -9.19%-2.1pp | 24.61%-35.9pp | -7.84%-3.5pp |
| Employer contribution / active EE | $4,717 | $1,960+140.7% | $3,372+39.9% | $2,596+81.7% |
| Participant deferral / active EE | $2,227 | $3,077-27.6% | $4,625-51.8% | $4,027-44.7% |
| Admin fee / account holder | $3,038 | $4,903-38.0% | $7,339-58.6% | $5,403-43.8% |