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 | $65,040 | $57,354+13.4% | $83,848-22.4% | $64,186+1.3% |
| Participation rate | 98.4% | 68.6%+29.8pp | 76.1%+22.3pp | 69.6%+28.9pp |
| Annual return | -7.60% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,637 | $2,545+3.6% | $3,631-27.4% | $2,381+10.8% |
| Participant deferral / active EE | $5,468 | $2,993+82.7% | $4,082+34.0% | $3,470+57.6% |
| Admin fee / account holder | $2,808 | $4,046-30.6% | $5,478-48.7% | $4,888-42.6% |