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 | $43,833 | $167,307-73.8% | $143,757-69.5% | $134,475-67.4% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -16.96% | 0.46%-17.4pp | -0.04%-16.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,801 | $5,619-32.4% | $4,951-23.2% | $4,740-19.8% |
| Participant deferral / active EE | $4,600 | $6,446-28.6% | $5,637-18.4% | $6,400-28.1% |
| Admin fee / account holder | $5,915 | $18,088-67.3% | $14,673-59.7% | $11,426-48.2% |