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 | $34,501 | $133,958-74.2% | $112,228-69.3% | $134,475-74.3% |
| Participation rate | 76.9% | 78.6%-1.6pp | 75.1%+1.9pp | 81.2%-4.3pp |
| Annual return | -16.45% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $820 | $4,038-79.7% | $3,635-77.4% | $4,740-82.7% |
| Participant deferral / active EE | $2,761 | $5,291-47.8% | $4,728-41.6% | $6,400-56.9% |
| Admin fee / account holder | $4,301 | $7,489-42.6% | $6,410-32.9% | $11,426-62.4% |