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 | $44,643 | $133,958-66.7% | $112,228-60.2% | $134,475-66.8% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -14.29% | 47.11%-61.4pp | 27.45%-41.7pp | 417.96%-432.3pp |
| Employer contribution / active EE | $1,000 | $4,038-75.2% | $3,635-72.5% | $4,740-78.9% |
| Participant deferral / active EE | $1,923 | $5,291-63.7% | $4,728-59.3% | $6,400-70.0% |
| Admin fee / account holder | $588 | $7,489-92.1% | $6,410-90.8% | $11,426-94.9% |