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 | $52,951 | $167,484-68.4% | $151,611-65.1% | $134,475-60.6% |
| Participation rate | 70.0% | 88.4%-18.4pp | 87.5%-17.5pp | 81.2%-11.2pp |
| Annual return | -11.79% | 7.80%-19.6pp | 3.33%-15.1pp | 417.96%-429.8pp |
| Employer contribution / active EE | $2,400 | $6,829-64.9% | $6,166-61.1% | $4,740-49.4% |
| Participant deferral / active EE | $5,240 | $8,986-41.7% | $8,363-37.3% | $6,400-18.1% |
| Admin fee / account holder | $431 | $13,783-96.9% | $11,616-96.3% | $11,426-96.2% |