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 | $37,430 | $167,307-77.6% | $143,757-74.0% | $134,475-72.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -12.70% | 0.46%-13.2pp | -0.04%-12.7pp | 417.96%-430.7pp |
| Employer contribution / active EE | $5,557 | $5,619-1.1% | $4,951+12.2% | $4,740+17.2% |
| Participant deferral / active EE | $2,564 | $6,446-60.2% | $5,637-54.5% | $6,400-59.9% |
| Admin fee / account holder | $1,881 | $18,088-89.6% | $14,673-87.2% | $11,426-83.5% |