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 | $61,674 | $133,958-54.0% | $112,228-45.0% | $134,475-54.1% |
| Participation rate | 84.6% | 78.6%+6.1pp | 75.1%+9.6pp | 81.2%+3.4pp |
| Annual return | -14.90% | 47.11%-62.0pp | 27.45%-42.3pp | 417.96%-432.9pp |
| Employer contribution / active EE | $943 | $4,038-76.7% | $3,635-74.1% | $4,740-80.1% |
| Participant deferral / active EE | $4,482 | $5,291-15.3% | $4,728-5.2% | $6,400-30.0% |
| Admin fee / account holder | $4,298 | $7,489-42.6% | $6,410-33.0% | $11,426-62.4% |