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 | $82,503 | $82,664-0.2% | $125,339-34.2% | $68,494+20.5% |
| Participation rate | 80.4% | 75.0%+5.4pp | 82.4%-1.9pp | 67.9%+12.5pp |
| Annual return | -11.40% | -5.97%-5.4pp | 572.05%-583.5pp | -7.84%-3.6pp |
| Employer contribution / active EE | $1,639 | $3,381-51.5% | $4,814-65.9% | $2,596-36.9% |
| Participant deferral / active EE | $3,306 | $6,110-45.9% | $7,446-55.6% | $4,027-17.9% |
| Admin fee / account holder | $18,099 | $6,275+188.4% | $10,010+80.8% | $5,403+235.0% |