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 | $19,929 | $167,307-88.1% | $143,757-86.1% | $134,475-85.2% |
| Participation rate | 79.2% | 84.8%-5.6pp | 80.3%-1.1pp | 81.2%-2.1pp |
| Annual return | -16.82% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,398 | $5,619-75.1% | $4,951-71.8% | $4,740-70.5% |
| Participant deferral / active EE | $3,039 | $6,446-52.8% | $5,637-46.1% | $6,400-52.5% |
| Admin fee / account holder | $627 | $18,088-96.5% | $14,673-95.7% | $11,426-94.5% |