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 | $29,641 | $92,703-68.0% | $82,719-64.2% | $134,475-78.0% |
| Participation rate | 70.6% | 75.2%-4.6pp | 72.6%-2.0pp | 81.2%-10.6pp |
| Annual return | -14.97% | 944.92%-959.9pp | 701.18%-716.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $647 | $3,274-80.3% | $3,009-78.5% | $4,740-86.4% |
| Participant deferral / active EE | $1,962 | $4,802-59.1% | $4,395-55.4% | $6,400-69.3% |
| Admin fee / account holder | $1,948 | $5,983-67.4% | $5,329-63.5% | $11,426-83.0% |