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 | $29,087 | $197,825-85.3% | $155,790-81.3% | $125,391-76.8% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -2.68% | 86.74%-89.4pp | 71.54%-74.2pp | 282.22%-284.9pp |
| Employer contribution / active EE | $694 | $4,847-85.7% | $3,836-81.9% | $4,866-85.7% |
| Participant deferral / active EE | $2,218 | $5,630-60.6% | $4,797-53.8% | $5,352-58.6% |
| Admin fee / account holder | $1,150 | $9,545-87.9% | $7,478-84.6% | $9,540-87.9% |