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 | $57,526 | $95,193-39.6% | $76,523-24.8% | $135,375-57.5% |
| Participation rate | 94.1% | 74.4%+19.7pp | 68.0%+26.1pp | 82.6%+11.5pp |
| Annual return | -2.78% | 4.85%-7.6pp | -0.27%-2.5pp | 519.73%-522.5pp |
| Employer contribution / active EE | $950 | $3,302-71.2% | $2,647-64.1% | $4,779-80.1% |
| Participant deferral / active EE | $6,158 | $4,639+32.7% | $3,835+60.6% | $5,609+9.8% |
| Admin fee / account holder | $5,946 | $6,249-4.8% | $4,848+22.7% | $10,827-45.1% |