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 | $65,425 | $53,162+23.1% | $91,220-28.3% | $68,494-4.5% |
| Participation rate | 81.1% | 63.2%+17.9pp | 73.2%+7.9pp | 67.9%+13.2pp |
| Annual return | -16.70% | -3.14%-13.6pp | 114.01%-130.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,289 | $1,709-24.6% | $2,850-54.8% | $2,596-50.4% |
| Participant deferral / active EE | $4,492 | $2,974+51.0% | $4,234+6.1% | $4,027+11.5% |
| Admin fee / account holder | $672 | $4,493-85.1% | $5,420-87.6% | $5,403-87.6% |