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 | $56,965 | $167,307-66.0% | $143,757-60.4% | $134,475-57.6% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -18.81% | 0.46%-19.3pp | -0.04%-18.8pp | 417.96%-436.8pp |
| Employer contribution / active EE | $3,230 | $5,619-42.5% | $4,951-34.8% | $4,740-31.9% |
| Participant deferral / active EE | $6,178 | $6,446-4.2% | $5,637+9.6% | $6,400-3.5% |
| Admin fee / account holder | $13,687 | $18,088-24.3% | $14,673-6.7% | $11,426+19.8% |