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 | $75,039 | $138,065-45.6% | $123,544-39.3% | $135,375-44.6% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | 0.23% | 153.68%-153.5pp | 119.20%-119.0pp | 519.73%-519.5pp |
| Employer contribution / active EE | $2,093 | $5,151-59.4% | $4,628-54.8% | $4,779-56.2% |
| Participant deferral / active EE | $4,200 | $6,799-38.2% | $6,426-34.6% | $5,609-25.1% |
| Admin fee / account holder | $240,431 | $10,916+2102.6% | $9,284+2489.8% | $10,827+2120.7% |