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 | $39,915 | $90,600-55.9% | $79,464-49.8% | $135,375-70.5% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -8.36% | 977.43%-985.8pp | 718.14%-726.5pp | 519.73%-528.1pp |
| Employer contribution / active EE | $2,457 | $3,068-19.9% | $2,800-12.3% | $4,779-48.6% |
| Participant deferral / active EE | $4,294 | $4,050+6.0% | $3,704+15.9% | $5,609-23.4% |
| Admin fee / account holder | $5,238 | $5,907-11.3% | $5,113+2.4% | $10,827-51.6% |