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 | $50,541 | $92,222-45.2% | $76,768-34.2% | $135,375-62.7% |
| Participation rate | 82.6% | 79.8%+2.8pp | 77.0%+5.6pp | 82.6%0pp |
| Annual return | -4.64% | 5.46%-10.1pp | 2.43%-7.1pp | 519.73%-524.4pp |
| Employer contribution / active EE | $1,439 | $3,216-55.3% | $2,485-42.1% | $4,779-69.9% |
| Participant deferral / active EE | $1,677 | $4,509-62.8% | $3,852-56.5% | $5,609-70.1% |
| Admin fee / account holder | $5,916 | $10,748-45.0% | $6,675-11.4% | $10,827-45.4% |