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 | $83,090 | $138,065-39.8% | $123,544-32.7% | $135,375-38.6% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -3.39% | 153.68%-157.1pp | 119.20%-122.6pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,656 | $5,151-67.9% | $4,628-64.2% | $4,779-65.4% |
| Participant deferral / active EE | $5,916 | $6,799-13.0% | $6,426-7.9% | $5,609+5.5% |
| Admin fee / account holder | $5,532 | $10,916-49.3% | $9,284-40.4% | $10,827-48.9% |