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 | $47,561 | $69,518-31.6% | $59,878-20.6% | $135,375-64.9% |
| Participation rate | 72.2% | 77.8%-5.6pp | 74.7%-2.5pp | 82.6%-10.4pp |
| Annual return | -3.61% | 7.94%-11.6pp | 3.46%-7.1pp | 519.73%-523.3pp |
| Employer contribution / active EE | $0 | $3,235-100.0% | $2,722-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,791 | $4,206+61.5% | $3,402+99.6% | $5,609+21.1% |
| Admin fee / account holder | $5,200 | $5,734-9.3% | $3,590+44.8% | $10,827-52.0% |