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 | $61,847 | $76,000-18.6% | $154,107-59.9% | $64,186-3.6% |
| Participation rate | 85.2% | 70.4%+14.8pp | 83.0%+2.1pp | 69.6%+15.6pp |
| Annual return | -2.87% | 30.32%-33.2pp | 735.12%-738.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,957 | $3,351-41.6% | $5,298-63.0% | $2,381-17.8% |
| Participant deferral / active EE | $3,147 | $3,175-0.9% | $5,081-38.1% | $3,470-9.3% |
| Admin fee / account holder | $3,312 | $5,596-40.8% | $13,411-75.3% | $4,888-32.2% |