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 | $37,847 | $95,971-60.6% | $74,550-49.2% | $135,375-72.0% |
| Participation rate | 82.6% | 75.7%+7.0pp | 69.1%+13.5pp | 82.6%0pp |
| Annual return | -2.77% | 56.96%-59.7pp | 32.53%-35.3pp | 519.73%-522.5pp |
| Employer contribution / active EE | $869 | $2,716-68.0% | $1,961-55.7% | $4,779-81.8% |
| Participant deferral / active EE | $3,096 | $3,843-19.4% | $3,108-0.4% | $5,609-44.8% |
| Admin fee / account holder | $15,543 | $6,522+138.3% | $5,060+207.2% | $10,827+43.6% |