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 | $41,599 | $97,044-57.1% | $83,333-50.1% | $135,375-69.3% |
| Participation rate | 73.7% | 80.4%-6.7pp | 77.8%-4.1pp | 82.6%-9.0pp |
| Annual return | -7.73% | 12.31%-20.0pp | 10.63%-18.4pp | 519.73%-527.5pp |
| Employer contribution / active EE | $4,544 | $4,143+9.7% | $3,379+34.5% | $4,779-4.9% |
| Participant deferral / active EE | $5,692 | $5,964-4.6% | $5,565+2.3% | $5,609+1.5% |
| Admin fee / account holder | $5,240 | $8,380-37.5% | $7,510-30.2% | $10,827-51.6% |