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 | $101,551 | $73,867+37.5% | $143,757-29.4% | $68,494+48.3% |
| Participation rate | 73.3% | 66.7%+6.7pp | 80.3%-7.0pp | 67.9%+5.4pp |
| Annual return | -19.34% | 1.01%-20.3pp | -0.04%-19.3pp | -7.84%-11.5pp |
| Employer contribution / active EE | $1,564 | $3,184-50.9% | $4,951-68.4% | $2,596-39.8% |
| Participant deferral / active EE | $6,796 | $3,384+100.8% | $5,637+20.6% | $4,027+68.8% |
| Admin fee / account holder | $20,783 | $5,755+261.2% | $14,673+41.6% | $5,403+284.7% |