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 | $57,904 | $91,911-37.0% | $68,793-15.8% | $135,375-57.2% |
| Participation rate | 93.8% | 76.7%+17.0pp | 72.2%+21.5pp | 82.6%+11.1pp |
| Annual return | -5.43% | -8.22%+2.8pp | -4.63%-0.8pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,919 | $3,924-51.1% | $2,625-26.9% | $4,779-59.8% |
| Participant deferral / active EE | $1,375 | $4,315-68.1% | $3,311-58.5% | $5,609-75.5% |
| Admin fee / account holder | $7,517 | $9,240-18.6% | $5,131+46.5% | $10,827-30.6% |