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 | $66,898 | $142,344-53.0% | $119,609-44.1% | $134,475-50.3% |
| Participation rate | 95.2% | 82.8%+12.4pp | 79.3%+16.0pp | 81.2%+14.0pp |
| Annual return | -17.02% | -12.44%-4.6pp | -14.97%-2.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $2,839 | $5,222-45.6% | $4,232-32.9% | $4,740-40.1% |
| Participant deferral / active EE | $6,670 | $6,469+3.1% | $5,602+19.1% | $6,400+4.2% |
| Admin fee / account holder | $2,075 | $13,584-84.7% | $10,323-79.9% | $11,426-81.8% |