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 | $75,275 | $25,979+189.8% | $71,735+4.9% | $68,494+9.9% |
| Participation rate | 86.5% | 54.5%+32.0pp | 62.3%+24.2pp | 67.9%+18.7pp |
| Annual return | -13.86% | -15.10%+1.2pp | 9.14%-23.0pp | -7.84%-6.0pp |
| Employer contribution / active EE | $1,296 | $900+44.0% | $1,704-23.9% | $2,596-50.1% |
| Participant deferral / active EE | $5,477 | $1,522+259.8% | $2,658+106.1% | $4,027+36.0% |
| Admin fee / account holder | $12,706 | $2,022+528.5% | $3,974+219.7% | $5,403+135.2% |