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 | $47,528 | $133,958-64.5% | $112,228-57.7% | $134,475-64.7% |
| Participation rate | 73.9% | 78.6%-4.6pp | 75.1%-1.1pp | 81.2%-7.3pp |
| Annual return | -16.56% | 47.11%-63.7pp | 27.45%-44.0pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,121 | $4,038-47.5% | $3,635-41.6% | $4,740-55.2% |
| Participant deferral / active EE | $2,889 | $5,291-45.4% | $4,728-38.9% | $6,400-54.9% |
| Admin fee / account holder | $776 | $7,489-89.6% | $6,410-87.9% | $11,426-93.2% |