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 | $62,014 | $56,357+10.0% | $104,294-40.5% | $68,494-9.5% |
| Participation rate | 90.6% | 63.3%+27.4pp | 73.3%+17.4pp | 67.9%+22.7pp |
| Annual return | -13.77% | -9.19%-4.6pp | 24.61%-38.4pp | -7.84%-5.9pp |
| Employer contribution / active EE | $781 | $1,960-60.1% | $3,372-76.8% | $2,596-69.9% |
| Participant deferral / active EE | $4,294 | $3,077+39.5% | $4,625-7.2% | $4,027+6.6% |
| Admin fee / account holder | $4,197 | $4,903-14.4% | $7,339-42.8% | $5,403-22.3% |