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 | $109,557 | $190,805-42.6% | $159,960-31.5% | $134,475-18.5% |
| Participation rate | 71.4% | 81.9%-10.5pp | 78.0%-6.5pp | 81.2%-9.8pp |
| Annual return | -14.18% | 552.23%-566.4pp | 408.60%-422.8pp | 417.96%-432.1pp |
| Employer contribution / active EE | $1,851 | $4,995-63.0% | $4,226-56.2% | $4,740-61.0% |
| Participant deferral / active EE | $3,866 | $6,923-44.2% | $6,182-37.5% | $6,400-39.6% |
| Admin fee / account holder | $423 | $10,471-96.0% | $8,698-95.1% | $11,426-96.3% |