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 | $51,542 | $91,911-43.9% | $68,793-25.1% | $135,375-61.9% |
| Participation rate | 85.7% | 76.7%+9.0pp | 72.2%+13.5pp | 82.6%+3.1pp |
| Annual return | -9.06% | -8.22%-0.8pp | -4.63%-4.4pp | 519.73%-528.8pp |
| Employer contribution / active EE | $0 | $3,924-100.0% | $2,625-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,450 | $4,315-20.1% | $3,311+4.2% | $5,609-38.5% |
| Admin fee / account holder | $24,450 | $9,240+164.6% | $5,131+376.6% | $10,827+125.8% |