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 | $39,752 | $77,813-48.9% | $123,544-67.8% | $64,186-38.1% |
| Participation rate | 77.5% | 74.7%+2.8pp | 82.3%-4.8pp | 69.6%+7.9pp |
| Annual return | -3.54% | 12.48%-16.0pp | 119.20%-122.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $1,591 | $3,014-47.2% | $4,628-65.6% | $2,381-33.2% |
| Participant deferral / active EE | $3,767 | $5,240-28.1% | $6,426-41.4% | $3,470+8.6% |
| Admin fee / account holder | $6,608 | $5,519+19.7% | $9,284-28.8% | $4,888+35.2% |