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 | $35,292 | $190,805-81.5% | $159,960-77.9% | $134,475-73.8% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -15.51% | 552.23%-567.7pp | 408.60%-424.1pp | 417.96%-433.5pp |
| Employer contribution / active EE | $831 | $4,995-83.4% | $4,226-80.3% | $4,740-82.5% |
| Participant deferral / active EE | $2,456 | $6,923-64.5% | $6,182-60.3% | $6,400-61.6% |
| Admin fee / account holder | $551 | $10,471-94.7% | $8,698-93.7% | $11,426-95.2% |