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 | $65,443 | $158,817-58.8% | $121,196-46.0% | $135,375-51.7% |
| Participation rate | 81.8% | 79.3%+2.5pp | 71.7%+10.1pp | 82.6%-0.8pp |
| Annual return | -5.46% | -0.64%-4.8pp | 16.93%-22.4pp | 519.73%-525.2pp |
| Employer contribution / active EE | $550 | $5,665-90.3% | $4,022-86.3% | $4,779-88.5% |
| Participant deferral / active EE | $1,414 | $4,005-64.7% | $3,344-57.7% | $5,609-74.8% |
| Admin fee / account holder | $4,143 | $6,512-36.4% | $5,019-17.5% | $10,827-61.7% |