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 | $43,499 | $127,386-65.9% | $115,037-62.2% | $125,391-65.3% |
| Participation rate | 76.5% | 84.2%-7.7pp | 81.4%-4.9pp | 83.2%-6.7pp |
| Annual return | -2.85% | 31.28%-34.1pp | 26.14%-29.0pp | 282.22%-285.1pp |
| Employer contribution / active EE | $929 | $5,166-82.0% | $4,608-79.8% | $4,866-80.9% |
| Participant deferral / active EE | $2,014 | $6,423-68.7% | $6,026-66.6% | $5,352-62.4% |
| Admin fee / account holder | $421 | $9,516-95.6% | $8,175-94.8% | $9,540-95.6% |