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 | $50,978 | $127,100-59.9% | $105,738-51.8% | $135,375-62.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.40% | 4.49%-7.9pp | 6.27%-9.7pp | 519.73%-523.1pp |
| Employer contribution / active EE | $2,975 | $4,107-27.5% | $3,268-9.0% | $4,779-37.7% |
| Participant deferral / active EE | $4,064 | $5,064-19.8% | $4,080-0.4% | $5,609-27.6% |
| Admin fee / account holder | $3,047 | $9,087-66.5% | $6,913-55.9% | $10,827-71.9% |