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 | $76,428 | $82,664-7.5% | $125,339-39.0% | $68,494+11.6% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -18.95% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,400 | $3,381-58.6% | $4,814-70.9% | $2,596-46.1% |
| Participant deferral / active EE | $10,294 | $6,110+68.5% | $7,446+38.2% | $4,027+155.6% |
| Admin fee / account holder | $833 | $6,275-86.7% | $10,010-91.7% | $5,403-84.6% |