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 | $62,067 | $129,942-52.2% | $104,294-40.5% | $134,475-53.8% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -18.53% | 42.03%-60.6pp | 24.61%-43.1pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,169 | $4,184-72.1% | $3,372-65.3% | $4,740-75.3% |
| Participant deferral / active EE | $1,567 | $5,588-72.0% | $4,625-66.1% | $6,400-75.5% |
| Admin fee / account holder | $460 | $9,323-95.1% | $7,339-93.7% | $11,426-96.0% |