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 | $49,506 | $92,222-46.3% | $76,768-35.5% | $135,375-63.4% |
| Participation rate | 73.7% | 79.8%-6.1pp | 77.0%-3.3pp | 82.6%-9.0pp |
| Annual return | -2.46% | 5.46%-7.9pp | 2.43%-4.9pp | 519.73%-522.2pp |
| Employer contribution / active EE | $846 | $3,216-73.7% | $2,485-66.0% | $4,779-82.3% |
| Participant deferral / active EE | $3,262 | $4,509-27.7% | $3,852-15.3% | $5,609-41.8% |
| Admin fee / account holder | $1,844 | $10,748-82.8% | $6,675-72.4% | $10,827-83.0% |