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 | $52,891 | $92,222-42.6% | $76,768-31.1% | $135,375-60.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -4.98% | 5.46%-10.4pp | 2.43%-7.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,894 | $3,216-41.1% | $2,485-23.8% | $4,779-60.4% |
| Participant deferral / active EE | $3,207 | $4,509-28.9% | $3,852-16.7% | $5,609-42.8% |
| Admin fee / account holder | $11,956 | $10,748+11.2% | $6,675+79.1% | $10,827+10.4% |