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 | $70,963 | $46,674+52.0% | $117,472-39.6% | $68,494+3.6% |
| Participation rate | 79.3% | 56.8%+22.5pp | 70.6%+8.7pp | 67.9%+11.4pp |
| Annual return | -17.61% | -14.52%-3.1pp | 29.74%-47.4pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,232 | $1,505+48.4% | $4,176-46.5% | $2,596-14.0% |
| Participant deferral / active EE | $4,564 | $2,636+73.1% | $4,070+12.1% | $4,027+13.3% |
| Admin fee / account holder | $428 | $4,020-89.4% | $5,645-92.4% | $5,403-92.1% |