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 | $30,076 | $138,065-78.2% | $123,544-75.7% | $135,375-77.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -1.31% | 153.68%-155.0pp | 119.20%-120.5pp | 519.73%-521.0pp |
| Employer contribution / active EE | $2,618 | $5,151-49.2% | $4,628-43.4% | $4,779-45.2% |
| Participant deferral / active EE | $3,739 | $6,799-45.0% | $6,426-41.8% | $5,609-33.3% |
| Admin fee / account holder | $341 | $10,916-96.9% | $9,284-96.3% | $10,827-96.9% |