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 | $60,949 | $45,863+32.9% | $77,024-20.9% | $68,494-11.0% |
| Participation rate | 97.0% | 55.9%+41.1pp | 67.9%+29.1pp | 67.9%+29.1pp |
| Annual return | -16.60% | 1.72%-18.3pp | 42.32%-58.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,969 | $1,650+19.4% | $2,812-30.0% | $2,596-24.2% |
| Participant deferral / active EE | $3,484 | $2,962+17.6% | $4,426-21.3% | $4,027-13.5% |
| Admin fee / account holder | $1,273 | $3,041-58.1% | $5,425-76.5% | $5,403-76.4% |