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 | $43,465 | $93,024-53.3% | $77,024-43.6% | $134,475-67.7% |
| Participation rate | 82.4% | 74.5%+7.9pp | 67.9%+14.4pp | 81.2%+1.1pp |
| Annual return | -16.92% | 62.60%-79.5pp | 42.32%-59.2pp | 417.96%-434.9pp |
| Employer contribution / active EE | $1,316 | $3,418-61.5% | $2,812-53.2% | $4,740-72.2% |
| Participant deferral / active EE | $1,591 | $5,238-69.6% | $4,426-64.1% | $6,400-75.1% |
| Admin fee / account holder | $1,260 | $6,944-81.9% | $5,425-76.8% | $11,426-89.0% |