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 | $58,522 | $105,860-44.7% | $90,749-35.5% | $134,475-56.5% |
| Participation rate | 84.2% | 78.2%+6.0pp | 75.7%+8.5pp | 81.2%+3.0pp |
| Annual return | -18.13% | -11.01%-7.1pp | -12.16%-6.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,330 | $3,462-32.7% | $2,921-20.2% | $4,740-50.8% |
| Participant deferral / active EE | $5,665 | $5,216+8.6% | $4,564+24.1% | $6,400-11.5% |
| Admin fee / account holder | $405 | $13,938-97.1% | $8,445-95.2% | $11,426-96.5% |