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 | $53,681 | $127,386-57.9% | $115,037-53.3% | $125,391-57.2% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -3.06% | 31.28%-34.3pp | 26.14%-29.2pp | 282.22%-285.3pp |
| Employer contribution / active EE | $1,416 | $5,166-72.6% | $4,608-69.3% | $4,866-70.9% |
| Participant deferral / active EE | $3,386 | $6,423-47.3% | $6,026-43.8% | $5,352-36.7% |
| Admin fee / account holder | $2,341 | $9,516-75.4% | $8,175-71.4% | $9,540-75.5% |