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 | $49,951 | $50,958-2.0% | $74,550-33.0% | $64,186-22.2% |
| Participation rate | 92.2% | 61.1%+31.1pp | 69.1%+23.0pp | 69.6%+22.6pp |
| Annual return | -4.58% | -1.86%-2.7pp | 32.53%-37.1pp | 7.63%-12.2pp |
| Employer contribution / active EE | $1,654 | $1,115+48.3% | $1,961-15.7% | $2,381-30.5% |
| Participant deferral / active EE | $4,398 | $2,301+91.1% | $3,108+41.5% | $3,470+26.8% |
| Admin fee / account holder | $3,452 | $4,223-18.2% | $5,060-31.8% | $4,888-29.4% |