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 | $24,674 | $92,222-73.2% | $76,768-67.9% | $135,375-81.8% |
| Participation rate | 70.0% | 79.8%-9.8pp | 77.0%-7.0pp | 82.6%-12.6pp |
| Annual return | -5.78% | 5.46%-11.2pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $10,235 | $3,216+218.3% | $2,485+311.8% | $4,779+114.2% |
| Participant deferral / active EE | $2,448 | $4,509-45.7% | $3,852-36.4% | $5,609-56.3% |
| Admin fee / account holder | $15,212 | $10,748+41.5% | $6,675+127.9% | $10,827+40.5% |