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 | $55,398 | $32,117+72.5% | $71,086-22.1% | $64,186-13.7% |
| Participation rate | 91.2% | 42.7%+48.5pp | 54.7%+36.5pp | 69.6%+21.6pp |
| Annual return | -5.91% | -5.57%-0.3pp | 650.59%-656.5pp | 7.63%-13.5pp |
| Employer contribution / active EE | $882 | $712+23.9% | $1,088-18.9% | $2,381-62.9% |
| Participant deferral / active EE | $708 | $1,263-44.0% | $1,874-62.2% | $3,470-79.6% |
| Admin fee / account holder | $4,368 | $2,759+58.3% | $3,082+41.7% | $4,888-10.6% |