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 | $68,343 | $107,015-36.1% | $73,545-7.1% | $147,584-53.7% |
| Participation rate | 80.0% | 66.4%+13.6pp | 54.9%+25.1pp | 82.8%-2.8pp |
| Annual return | 5.43% | 38.25%-32.8pp | -15.16%+20.6pp | 578.55%-573.1pp |
| Employer contribution / active EE | $2,245 | $1,760+27.6% | $1,219+84.2% | $4,876-54.0% |
| Participant deferral / active EE | $6,484 | $2,462+163.4% | $1,806+259.0% | $5,439+19.2% |
| Admin fee / account holder | $213,554 | $3,055+6890.1% | $2,320+9106.1% | $10,885+1861.9% |