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 | $62,011 | $82,664-25.0% | $125,339-50.5% | $68,494-9.5% |
| Participation rate | 80.7% | 75.0%+5.7pp | 82.4%-1.6pp | 67.9%+12.8pp |
| Annual return | -16.35% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,710 | $6,110-6.6% | $7,446-23.3% | $4,027+41.8% |
| Admin fee / account holder | $1,265 | $6,275-79.8% | $10,010-87.4% | $5,403-76.6% |