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 | $80,072 | $71,883+11.4% | $86,677-7.6% | $68,494+16.9% |
| Participation rate | 97.4% | 72.2%+25.1pp | 76.6%+20.8pp | 67.9%+29.5pp |
| Annual return | -16.06% | 3.52%-19.6pp | 35.91%-52.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $592 | $2,173-72.7% | $2,836-79.1% | $2,596-77.2% |
| Participant deferral / active EE | $5,487 | $3,779+45.2% | $4,656+17.9% | $4,027+36.2% |
| Admin fee / account holder | $33,649 | $6,112+450.6% | $7,493+349.1% | $5,403+522.8% |