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 | $72,828 | $73,004-0.2% | $90,749-19.7% | $68,494+6.3% |
| Participation rate | 79.5% | 70.8%+8.7pp | 75.7%+3.9pp | 67.9%+11.7pp |
| Annual return | -17.62% | -13.81%-3.8pp | -12.16%-5.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $743 | $2,193-66.1% | $2,921-74.5% | $2,596-71.4% |
| Participant deferral / active EE | $3,611 | $3,627-0.4% | $4,564-20.9% | $4,027-10.3% |
| Admin fee / account holder | $10,627 | $5,896+80.2% | $8,445+25.8% | $5,403+96.7% |