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 | $47,680 | $167,307-71.5% | $143,757-66.8% | $134,475-64.5% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -16.13% | 0.46%-16.6pp | -0.04%-16.1pp | 417.96%-434.1pp |
| Employer contribution / active EE | $2,540 | $5,619-54.8% | $4,951-48.7% | $4,740-46.4% |
| Participant deferral / active EE | $7,282 | $6,446+13.0% | $5,637+29.2% | $6,400+13.8% |
| Admin fee / account holder | $7,523 | $18,088-58.4% | $14,673-48.7% | $11,426-34.2% |