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 | $55,255 | $54,350+1.7% | $82,719-33.2% | $68,494-19.3% |
| Participation rate | 97.3% | 63.9%+33.4pp | 72.6%+24.8pp | 67.9%+29.4pp |
| Annual return | -18.24% | -13.67%-4.6pp | 701.18%-719.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,210 | $2,218-45.4% | $3,009-59.8% | $2,596-53.4% |
| Participant deferral / active EE | $3,656 | $3,246+12.6% | $4,395-16.8% | $4,027-9.2% |
| Admin fee / account holder | $904 | $4,395-79.4% | $5,329-83.0% | $5,403-83.3% |