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 | $25,060 | $54,350-53.9% | $82,719-69.7% | $68,494-63.4% |
| Participation rate | 72.2% | 63.9%+8.3pp | 72.6%-0.3pp | 67.9%+4.3pp |
| Annual return | -17.71% | -13.67%-4.0pp | 701.18%-718.9pp | -7.84%-9.9pp |
| Employer contribution / active EE | $1,216 | $2,218-45.2% | $3,009-59.6% | $2,596-53.2% |
| Participant deferral / active EE | $1,570 | $3,246-51.6% | $4,395-64.3% | $4,027-61.0% |
| Admin fee / account holder | $692 | $4,395-84.3% | $5,329-87.0% | $5,403-87.2% |