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 | $45,174 | $64,707-30.2% | $112,228-59.7% | $68,494-34.0% |
| Participation rate | 85.7% | 67.2%+18.6pp | 75.1%+10.7pp | 67.9%+17.8pp |
| Annual return | -14.42% | -11.40%-3.0pp | 27.45%-41.9pp | -7.84%-6.6pp |
| Employer contribution / active EE | $1,429 | $2,746-48.0% | $3,635-60.7% | $2,596-45.0% |
| Participant deferral / active EE | $1,658 | $3,565-53.5% | $4,728-64.9% | $4,027-58.8% |
| Admin fee / account holder | $17,953 | $5,232+243.1% | $6,410+180.1% | $5,403+232.3% |