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 | $55,843 | $64,707-13.7% | $112,228-50.2% | $68,494-18.5% |
| Participation rate | 96.6% | 67.2%+29.4pp | 75.1%+21.5pp | 67.9%+28.7pp |
| Annual return | -16.05% | -11.40%-4.6pp | 27.45%-43.5pp | -7.84%-8.2pp |
| Employer contribution / active EE | $5,157 | $2,746+87.8% | $3,635+41.9% | $2,596+98.6% |
| Participant deferral / active EE | $3,361 | $3,565-5.7% | $4,728-28.9% | $4,027-16.5% |
| Admin fee / account holder | $58,731 | $5,232+1022.5% | $6,410+816.2% | $5,403+987.1% |