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 | $53,867 | $82,664-34.8% | $125,339-57.0% | $68,494-21.4% |
| Participation rate | 91.5% | 75.0%+16.5pp | 82.4%+9.2pp | 67.9%+23.6pp |
| Annual return | -17.00% | -5.97%-11.0pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,264 | $3,381-3.5% | $4,814-32.2% | $2,596+25.7% |
| Participant deferral / active EE | $6,916 | $6,110+13.2% | $7,446-7.1% | $4,027+71.7% |
| Admin fee / account holder | $13,236 | $6,275+110.9% | $10,010+32.2% | $5,403+145.0% |