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 | $57,749 | $81,900-29.5% | $119,609-51.7% | $68,494-15.7% |
| Participation rate | 72.2% | 71.9%+0.3pp | 79.3%-7.1pp | 67.9%+4.3pp |
| Annual return | -11.51% | -23.82%+12.3pp | -14.97%+3.5pp | -7.84%-3.7pp |
| Employer contribution / active EE | $3,825 | $2,693+42.0% | $4,232-9.6% | $2,596+47.3% |
| Participant deferral / active EE | $7,963 | $4,148+92.0% | $5,602+42.1% | $4,027+97.7% |
| Admin fee / account holder | $9,056 | $6,582+37.6% | $10,323-12.3% | $5,403+67.6% |