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 | $57,482 | $92,222-37.7% | $76,768-25.1% | $135,375-57.5% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -7.85% | 5.46%-13.3pp | 2.43%-10.3pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,265 | $3,216-60.7% | $2,485-49.1% | $4,779-73.5% |
| Participant deferral / active EE | $1,663 | $4,509-63.1% | $3,852-56.8% | $5,609-70.3% |
| Admin fee / account holder | $3,100 | $10,748-71.2% | $6,675-53.6% | $10,827-71.4% |