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 | $21,284 | $211,958-90.0% | $169,463-87.4% | $135,375-84.3% |
| Participation rate | 83.3% | 82.6%+0.7pp | 77.8%+5.6pp | 82.6%+0.7pp |
| Annual return | -5.23% | 3.26%-8.5pp | 1.83%-7.1pp | 519.73%-525.0pp |
| Employer contribution / active EE | $562 | $5,120-89.0% | $4,159-86.5% | $4,779-88.2% |
| Participant deferral / active EE | $2,542 | $6,075-58.1% | $5,277-51.8% | $5,609-54.7% |
| Admin fee / account holder | $5,527 | $11,471-51.8% | $9,109-39.3% | $10,827-49.0% |