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 | $46,904 | $211,958-77.9% | $169,463-72.3% | $135,375-65.4% |
| Participation rate | 84.6% | 82.6%+2.0pp | 77.8%+6.8pp | 82.6%+2.0pp |
| Annual return | -4.65% | 3.26%-7.9pp | 1.83%-6.5pp | 519.73%-524.4pp |
| Employer contribution / active EE | $2,170 | $5,120-57.6% | $4,159-47.8% | $4,779-54.6% |
| Participant deferral / active EE | $3,227 | $6,075-46.9% | $5,277-38.8% | $5,609-42.5% |
| Admin fee / account holder | $2,976 | $11,471-74.1% | $9,109-67.3% | $10,827-72.5% |