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 | $126,283 | $149,333-15.4% | $106,387+18.7% | $135,375-6.7% |
| Participation rate | 78.9% | 81.5%-2.5pp | 77.5%+1.5pp | 82.6%-3.7pp |
| Annual return | -5.14% | 0.52%-5.7pp | 0.25%-5.4pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,956 | $4,984-60.7% | $3,520-44.4% | $4,779-59.1% |
| Participant deferral / active EE | $3,640 | $7,230-49.6% | $5,421-32.9% | $5,609-35.1% |
| Admin fee / account holder | $6,781 | $15,952-57.5% | $7,510-9.7% | $10,827-37.4% |