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 | $57,066 | $50,958+12.0% | $74,550-23.5% | $64,186-11.1% |
| Participation rate | 81.1% | 61.1%+20.0pp | 69.1%+11.9pp | 69.6%+11.5pp |
| Annual return | -2.61% | -1.86%-0.8pp | 32.53%-35.1pp | 7.63%-10.2pp |
| Employer contribution / active EE | $445 | $1,115-60.1% | $1,961-77.3% | $2,381-81.3% |
| Participant deferral / active EE | $4,454 | $2,301+93.5% | $3,108+43.3% | $3,470+28.4% |
| Admin fee / account holder | $22,093 | $4,223+423.2% | $5,060+336.7% | $4,888+352.0% |