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 | $29,541 | $211,958-86.1% | $169,463-82.6% | $135,375-78.2% |
| Participation rate | 78.6% | 82.6%-4.1pp | 77.8%+0.8pp | 82.6%-4.1pp |
| Annual return | -7.82% | 3.26%-11.1pp | 1.83%-9.7pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,897 | $5,120-62.9% | $4,159-54.4% | $4,779-60.3% |
| Participant deferral / active EE | $3,871 | $6,075-36.3% | $5,277-26.6% | $5,609-31.0% |
| Admin fee / account holder | $1,755 | $11,471-84.7% | $9,109-80.7% | $10,827-83.8% |