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 | $57,096 | $82,664-30.9% | $125,339-54.4% | $68,494-16.6% |
| Participation rate | 95.5% | 75.0%+20.5pp | 82.4%+13.2pp | 67.9%+27.6pp |
| Annual return | -16.29% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $2,174 | $3,381-35.7% | $4,814-54.8% | $2,596-16.3% |
| Participant deferral / active EE | $4,751 | $6,110-22.2% | $7,446-36.2% | $4,027+18.0% |
| Admin fee / account holder | $3,740 | $6,275-40.4% | $10,010-62.6% | $5,403-30.8% |