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 | $57,653 | $57,354+0.5% | $83,848-31.2% | $64,186-10.2% |
| Participation rate | 89.1% | 68.6%+20.5pp | 76.1%+12.9pp | 69.6%+19.5pp |
| Annual return | -5.05% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $1,249 | $2,545-50.9% | $3,631-65.6% | $2,381-47.5% |
| Participant deferral / active EE | $3,843 | $2,993+28.4% | $4,082-5.9% | $3,470+10.8% |
| Admin fee / account holder | $3,492 | $4,046-13.7% | $5,478-36.3% | $4,888-28.6% |