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 | $66,828 | $129,942-48.6% | $104,294-35.9% | $134,475-50.3% |
| Participation rate | 83.3% | 79.5%+3.8pp | 73.3%+10.1pp | 81.2%+2.1pp |
| Annual return | -2.79% | 42.03%-44.8pp | 24.61%-27.4pp | 417.96%-420.8pp |
| Employer contribution / active EE | $1,800 | $4,184-57.0% | $3,372-46.6% | $4,740-62.0% |
| Participant deferral / active EE | $3,676 | $5,588-34.2% | $4,625-20.5% | $6,400-42.6% |
| Admin fee / account holder | $2,851 | $9,323-69.4% | $7,339-61.2% | $11,426-75.1% |