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 | $72,268 | $54,229+33.3% | $70,092+3.1% | $68,494+5.5% |
| Participation rate | 96.4% | 64.5%+31.9pp | 70.5%+26.0pp | 67.9%+28.5pp |
| Annual return | -13.65% | -13.87%+0.2pp | 190.73%-204.4pp | -7.84%-5.8pp |
| Employer contribution / active EE | $846 | $2,018-58.1% | $2,559-66.9% | $2,596-67.4% |
| Participant deferral / active EE | $2,214 | $2,956-25.1% | $3,849-42.5% | $4,027-45.0% |
| Admin fee / account holder | $19,453 | $4,694+314.4% | $6,267+210.4% | $5,403+260.1% |