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 | $69,885 | $142,344-50.9% | $119,609-41.6% | $134,475-48.0% |
| Participation rate | 94.4% | 82.8%+11.6pp | 79.3%+15.2pp | 81.2%+13.2pp |
| Annual return | -19.96% | -12.44%-7.5pp | -14.97%-5.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $1,484 | $5,222-71.6% | $4,232-64.9% | $4,740-68.7% |
| Participant deferral / active EE | $2,485 | $6,469-61.6% | $5,602-55.6% | $6,400-61.2% |
| Admin fee / account holder | $625 | $13,584-95.4% | $10,323-93.9% | $11,426-94.5% |