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 | $53,368 | $87,705-39.2% | $63,517-16.0% | $125,391-57.4% |
| Participation rate | 92.9% | 77.0%+15.8pp | 71.0%+21.8pp | 83.2%+9.7pp |
| Annual return | 0.10% | 21.70%-21.6pp | -70.30%+70.4pp | 282.22%-282.1pp |
| Employer contribution / active EE | $2,420 | $3,601-32.8% | $2,322+4.2% | $4,866-50.3% |
| Participant deferral / active EE | $1,201 | $3,939-69.5% | $2,953-59.3% | $5,352-77.6% |
| Admin fee / account holder | $15,426 | $11,948+29.1% | $5,892+161.8% | $9,540+61.7% |