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 | $53,869 | $78,694-31.5% | $67,652-20.4% | $125,391-57.0% |
| Participation rate | 75.0% | 78.8%-3.8pp | 75.7%-0.7pp | 83.2%-8.2pp |
| Annual return | -3.15% | 9.46%-12.6pp | 6625.04%-6628.2pp | 282.22%-285.4pp |
| Employer contribution / active EE | $3,192 | $3,044+4.9% | $2,266+40.9% | $4,866-34.4% |
| Participant deferral / active EE | $10,669 | $4,292+148.6% | $3,560+199.7% | $5,352+99.4% |
| Admin fee / account holder | $496 | $7,403-93.3% | $4,821-89.7% | $9,540-94.8% |