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 | $95,543 | $64,707+47.7% | $112,228-14.9% | $68,494+39.5% |
| Participation rate | 86.4% | 67.2%+19.2pp | 75.1%+11.3pp | 67.9%+18.5pp |
| Annual return | -16.98% | -11.40%-5.6pp | 27.45%-44.4pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,320 | $2,746-51.9% | $3,635-63.7% | $2,596-49.2% |
| Participant deferral / active EE | $5,134 | $3,565+44.0% | $4,728+8.6% | $4,027+27.5% |
| Admin fee / account holder | $681 | $5,232-87.0% | $6,410-89.4% | $5,403-87.4% |