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 | $44,990 | $138,065-67.4% | $123,544-63.6% | $135,375-66.8% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -4.42% | 153.68%-158.1pp | 119.20%-123.6pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,889 | $5,151-63.3% | $4,628-59.2% | $4,779-60.5% |
| Participant deferral / active EE | $8,133 | $6,799+19.6% | $6,426+26.6% | $5,609+45.0% |
| Admin fee / account holder | $343 | $10,916-96.9% | $9,284-96.3% | $10,827-96.8% |