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 | $36,023 | $167,307-78.5% | $143,757-74.9% | $134,475-73.2% |
| Participation rate | 88.9% | 84.8%+4.1pp | 80.3%+8.6pp | 81.2%+7.7pp |
| Annual return | -13.10% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $4,519 | $5,619-19.6% | $4,951-8.7% | $4,740-4.7% |
| Participant deferral / active EE | $6,386 | $6,446-0.9% | $5,637+13.3% | $6,400-0.2% |
| Admin fee / account holder | $17,879 | $18,088-1.2% | $14,673+21.9% | $11,426+56.5% |