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 | $41,627 | $167,307-75.1% | $143,757-71.0% | $134,475-69.0% |
| Participation rate | 79.2% | 84.8%-5.6pp | 80.3%-1.1pp | 81.2%-2.1pp |
| Annual return | -19.10% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $2,705 | $5,619-51.9% | $4,951-45.4% | $4,740-42.9% |
| Participant deferral / active EE | $3,076 | $6,446-52.3% | $5,637-45.4% | $6,400-51.9% |
| Admin fee / account holder | $326 | $18,088-98.2% | $14,673-97.8% | $11,426-97.1% |