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 | $51,531 | $92,222-44.1% | $76,768-32.9% | $135,375-61.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -5.41% | 5.46%-10.9pp | 2.43%-7.8pp | 519.73%-525.1pp |
| Employer contribution / active EE | $767 | $3,216-76.1% | $2,485-69.1% | $4,779-83.9% |
| Participant deferral / active EE | $2,850 | $4,509-36.8% | $3,852-26.0% | $5,609-49.2% |
| Admin fee / account holder | $1,177 | $10,748-89.1% | $6,675-82.4% | $10,827-89.1% |