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 | $51,102 | $92,222-44.6% | $76,768-33.4% | $135,375-62.3% |
| Participation rate | 77.8% | 79.8%-2.0pp | 77.0%+0.8pp | 82.6%-4.9pp |
| Annual return | -7.51% | 5.46%-13.0pp | 2.43%-9.9pp | 519.73%-527.2pp |
| Employer contribution / active EE | $788 | $3,216-75.5% | $2,485-68.3% | $4,779-83.5% |
| Participant deferral / active EE | $5,314 | $4,509+17.9% | $3,852+38.0% | $5,609-5.2% |
| Admin fee / account holder | $663 | $10,748-93.8% | $6,675-90.1% | $10,827-93.9% |