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 | $61,147 | $92,222-33.7% | $76,768-20.3% | $135,375-54.8% |
| Participation rate | 95.8% | 79.8%+16.1pp | 77.0%+18.9pp | 82.6%+13.2pp |
| Annual return | -6.86% | 5.46%-12.3pp | 2.43%-9.3pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,760 | $3,216-45.3% | $2,485-29.2% | $4,779-63.2% |
| Participant deferral / active EE | $4,991 | $4,509+10.7% | $3,852+29.6% | $5,609-11.0% |
| Admin fee / account holder | $9,092 | $10,748-15.4% | $6,675+36.2% | $10,827-16.0% |