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 | $90,371 | $167,484-46.0% | $151,611-40.4% | $134,475-32.8% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -17.19% | 7.80%-25.0pp | 3.33%-20.5pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,916 | $6,829-57.3% | $6,166-52.7% | $4,740-38.5% |
| Participant deferral / active EE | $7,472 | $8,986-16.9% | $8,363-10.7% | $6,400+16.7% |
| Admin fee / account holder | $792 | $13,783-94.3% | $11,616-93.2% | $11,426-93.1% |