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 | $61,829 | $92,222-33.0% | $76,768-19.5% | $135,375-54.3% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -6.05% | 5.46%-11.5pp | 2.43%-8.5pp | 519.73%-525.8pp |
| Employer contribution / active EE | $1,707 | $3,216-46.9% | $2,485-31.3% | $4,779-64.3% |
| Participant deferral / active EE | $2,146 | $4,509-52.4% | $3,852-44.3% | $5,609-61.7% |
| Admin fee / account holder | $336 | $10,748-96.9% | $6,675-95.0% | $10,827-96.9% |