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 | $60,641 | $45,566+33.1% | $64,105-5.4% | $59,632+1.7% |
| Participation rate | 77.5% | 60.2%+17.4pp | 68.2%+9.4pp | 68.7%+8.9pp |
| Annual return | -2.36% | 4.95%-7.3pp | 791.24%-793.6pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $937 | $934+0.3% | $1,820-48.5% | $2,203-57.5% |
| Participant deferral / active EE | $2,534 | $2,057+23.2% | $2,822-10.2% | $3,192-20.6% |
| Admin fee / account holder | $6,082 | $3,268+86.1% | $4,499+35.2% | $4,297+41.6% |