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 | $14,816 | $190,805-92.2% | $159,960-90.7% | $134,475-89.0% |
| Participation rate | 85.7% | 81.9%+3.8pp | 78.0%+7.8pp | 81.2%+4.5pp |
| Annual return | -14.40% | 552.23%-566.6pp | 408.60%-423.0pp | 417.96%-432.4pp |
| Employer contribution / active EE | $934 | $4,995-81.3% | $4,226-77.9% | $4,740-80.3% |
| Participant deferral / active EE | $1,404 | $6,923-79.7% | $6,182-77.3% | $6,400-78.1% |
| Admin fee / account holder | $10,882 | $10,471+3.9% | $8,698+25.1% | $11,426-4.8% |