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 | $111,490 | $59,805+86.4% | $79,550+40.2% | $68,494+62.8% |
| Participation rate | 72.2% | 61.1%+11.2pp | 69.5%+2.7pp | 67.9%+4.3pp |
| Annual return | -3.06% | -12.30%+9.2pp | 0.16%-3.2pp | -7.84%+4.8pp |
| Employer contribution / active EE | $5,368 | $1,505+256.7% | $2,413+122.4% | $2,596+106.7% |
| Participant deferral / active EE | $2,327 | $3,024-23.1% | $3,985-41.6% | $4,027-42.2% |
| Admin fee / account holder | $18,844 | $4,835+289.8% | $6,832+175.8% | $5,403+248.8% |