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 | $58,918 | $54,229+8.6% | $70,092-15.9% | $68,494-14.0% |
| Participation rate | 88.0% | 64.5%+23.5pp | 70.5%+17.5pp | 67.9%+20.1pp |
| Annual return | -12.78% | -13.87%+1.1pp | 190.73%-203.5pp | -7.84%-4.9pp |
| Employer contribution / active EE | $704 | $2,018-65.1% | $2,559-72.5% | $2,596-72.9% |
| Participant deferral / active EE | $3,484 | $2,956+17.9% | $3,849-9.5% | $4,027-13.5% |
| Admin fee / account holder | $12,729 | $4,694+171.2% | $6,267+103.1% | $5,403+135.6% |