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 | $36,142 | $167,307-78.4% | $143,757-74.9% | $134,475-73.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.10% | 0.46%-17.6pp | -0.04%-17.1pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,310 | $5,619-58.9% | $4,951-53.3% | $4,740-51.3% |
| Participant deferral / active EE | $7,245 | $6,446+12.4% | $5,637+28.5% | $6,400+13.2% |
| Admin fee / account holder | $1,020 | $18,088-94.4% | $14,673-93.1% | $11,426-91.1% |