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 6-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 | $65,957 | $133,958-50.8% | $112,228-41.2% | $134,475-51.0% |
| Participation rate | 73.7% | 78.6%-4.9pp | 75.1%-1.4pp | 81.2%-7.5pp |
| Annual return | -15.80% | 47.11%-62.9pp | 27.45%-43.3pp | 417.96%-433.8pp |
| Employer contribution / active EE | $2,044 | $4,038-49.4% | $3,635-43.7% | $4,740-56.9% |
| Participant deferral / active EE | $4,149 | $5,291-21.6% | $4,728-12.2% | $6,400-35.2% |
| Admin fee / account holder | $15,882 | $7,489+112.1% | $6,410+147.8% | $11,426+39.0% |