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 | $21,577 | $127,386-83.1% | $115,037-81.2% | $125,391-82.8% |
| Participation rate | 85.7% | 84.2%+1.6pp | 81.4%+4.3pp | 83.2%+2.5pp |
| Annual return | -2.68% | 31.28%-34.0pp | 26.14%-28.8pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,367 | $5,166-73.5% | $4,608-70.3% | $4,866-71.9% |
| Participant deferral / active EE | $6,596 | $6,423+2.7% | $6,026+9.4% | $5,352+23.2% |
| Admin fee / account holder | $793 | $9,516-91.7% | $8,175-90.3% | $9,540-91.7% |