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 | $27,090 | $90,600-70.1% | $79,464-65.9% | $135,375-80.0% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -5.27% | 977.43%-982.7pp | 718.14%-723.4pp | 519.73%-525.0pp |
| Employer contribution / active EE | $407 | $3,068-86.7% | $2,800-85.5% | $4,779-91.5% |
| Participant deferral / active EE | $850 | $4,050-79.0% | $3,704-77.0% | $5,609-84.8% |
| Admin fee / account holder | $3,292 | $5,907-44.3% | $5,113-35.6% | $10,827-69.6% |