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 | $63,356 | $46,674+35.7% | $117,472-46.1% | $68,494-7.5% |
| Participation rate | 96.4% | 56.8%+39.7pp | 70.6%+25.8pp | 67.9%+28.5pp |
| Annual return | -15.46% | -14.52%-0.9pp | 29.74%-45.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $1,338 | $1,505-11.1% | $4,176-68.0% | $2,596-48.5% |
| Participant deferral / active EE | $3,486 | $2,636+32.3% | $4,070-14.3% | $4,027-13.4% |
| Admin fee / account holder | $2,253 | $4,020-44.0% | $5,645-60.1% | $5,403-58.3% |