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 | $40,543 | $133,958-69.7% | $112,228-63.9% | $134,475-69.9% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.1%-4.5pp | 81.2%-10.6pp |
| Annual return | -19.19% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $1,820 | $5,291-65.6% | $4,728-61.5% | $6,400-71.6% |
| Admin fee / account holder | $476 | $7,489-93.6% | $6,410-92.6% | $11,426-95.8% |