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 | $94,858 | $168,632-43.7% | $147,614-35.7% | $125,391-24.4% |
| Participation rate | 77.3% | 88.8%-11.5pp | 84.6%-7.3pp | 83.2%-5.9pp |
| Annual return | -1.71% | 77.65%-79.4pp | 61.98%-63.7pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,868 | $6,252-70.1% | $5,564-66.4% | $4,866-61.6% |
| Participant deferral / active EE | $2,739 | $5,507-50.3% | $4,895-44.0% | $5,352-48.8% |
| Admin fee / account holder | $11,072 | $13,580-18.5% | $11,611-4.6% | $9,540+16.0% |