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 | $101,293 | $69,010+46.8% | $159,960-36.7% | $68,494+47.9% |
| Participation rate | 77.5% | 65.4%+12.1pp | 78.0%-0.5pp | 67.9%+9.6pp |
| Annual return | -14.28% | -9.65%-4.6pp | 408.60%-422.9pp | -7.84%-6.4pp |
| Employer contribution / active EE | $2,947 | $2,213+33.2% | $4,226-30.3% | $2,596+13.5% |
| Participant deferral / active EE | $6,033 | $4,212+43.2% | $6,182-2.4% | $4,027+49.8% |
| Admin fee / account holder | $6,511 | $4,798+35.7% | $8,698-25.1% | $5,403+20.5% |