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 | $23,081 | $82,664-72.1% | $125,339-81.6% | $68,494-66.3% |
| Participation rate | 83.6% | 75.0%+8.6pp | 82.4%+1.2pp | 67.9%+15.7pp |
| Annual return | -17.58% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $1,491 | $3,381-55.9% | $4,814-69.0% | $2,596-42.6% |
| Participant deferral / active EE | $3,811 | $6,110-37.6% | $7,446-48.8% | $4,027-5.4% |
| Admin fee / account holder | $928 | $6,275-85.2% | $10,010-90.7% | $5,403-82.8% |