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 | $67,454 | $133,958-49.6% | $112,228-39.9% | $134,475-49.8% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -18.86% | 47.11%-66.0pp | 27.45%-46.3pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,240 | $4,038-44.5% | $3,635-38.4% | $4,740-52.7% |
| Participant deferral / active EE | $2,763 | $5,291-47.8% | $4,728-41.6% | $6,400-56.8% |
| Admin fee / account holder | $2,842 | $7,489-62.1% | $6,410-55.7% | $11,426-75.1% |