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 | $65,121 | $158,817-59.0% | $121,196-46.3% | $135,375-51.9% |
| Participation rate | 91.7% | 79.3%+12.4pp | 71.7%+19.9pp | 82.6%+9.0pp |
| Annual return | -9.31% | -0.64%-8.7pp | 16.93%-26.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $2,743 | $5,665-51.6% | $4,022-31.8% | $4,779-42.6% |
| Participant deferral / active EE | $5,012 | $4,005+25.1% | $3,344+49.8% | $5,609-10.6% |
| Admin fee / account holder | $5,965 | $6,512-8.4% | $5,019+18.8% | $10,827-44.9% |