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 | $62,904 | $127,386-50.6% | $115,037-45.3% | $125,391-49.8% |
| Participation rate | 80.0% | 84.2%-4.2pp | 81.4%-1.4pp | 83.2%-3.2pp |
| Annual return | -1.79% | 31.28%-33.1pp | 26.14%-27.9pp | 282.22%-284.0pp |
| Employer contribution / active EE | $3,186 | $5,166-38.3% | $4,608-30.9% | $4,866-34.5% |
| Participant deferral / active EE | $6,736 | $6,423+4.9% | $6,026+11.8% | $5,352+25.9% |
| Admin fee / account holder | $89,495 | $9,516+840.4% | $8,175+994.7% | $9,540+838.1% |