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 | $56,840 | $197,825-71.3% | $155,790-63.5% | $125,391-54.7% |
| Participation rate | 70.8% | 82.1%-11.3pp | 76.1%-5.3pp | 83.2%-12.4pp |
| Annual return | -2.33% | 86.74%-89.1pp | 71.54%-73.9pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,372 | $4,847-71.7% | $3,836-64.2% | $4,866-71.8% |
| Participant deferral / active EE | $4,029 | $5,630-28.4% | $4,797-16.0% | $5,352-24.7% |
| Admin fee / account holder | $4,277 | $9,545-55.2% | $7,478-42.8% | $9,540-55.2% |