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 | $45,834 | $149,333-69.3% | $106,387-56.9% | $135,375-66.1% |
| Participation rate | 88.2% | 81.5%+6.8pp | 77.5%+10.8pp | 82.6%+5.6pp |
| Annual return | -5.15% | 0.52%-5.7pp | 0.25%-5.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $0 | $4,984-100.0% | $3,520-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $12,461 | $7,230+72.4% | $5,421+129.9% | $5,609+122.2% |
| Admin fee / account holder | $4,249 | $15,952-73.4% | $7,510-43.4% | $10,827-60.8% |