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 | $63,666 | $142,344-55.3% | $119,609-46.8% | $134,475-52.7% |
| Participation rate | 87.5% | 82.8%+4.7pp | 79.3%+8.2pp | 81.2%+6.3pp |
| Annual return | -16.96% | -12.44%-4.5pp | -14.97%-2.0pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,922 | $5,222-63.2% | $4,232-54.6% | $4,740-59.4% |
| Participant deferral / active EE | $8,407 | $6,469+29.9% | $5,602+50.1% | $6,400+31.4% |
| Admin fee / account holder | $469 | $13,584-96.6% | $10,323-95.5% | $11,426-95.9% |