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 | $57,554 | $59,805-3.8% | $79,550-27.7% | $68,494-16.0% |
| Participation rate | 78.7% | 61.1%+17.7pp | 69.5%+9.2pp | 67.9%+10.8pp |
| Annual return | -18.75% | -12.30%-6.4pp | 0.16%-18.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,071 | $1,505-28.8% | $2,413-55.6% | $2,596-58.7% |
| Participant deferral / active EE | $2,802 | $3,024-7.3% | $3,985-29.7% | $4,027-30.4% |
| Admin fee / account holder | $2,824 | $4,835-41.6% | $6,832-58.7% | $5,403-47.7% |