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 | $102,603 | $73,867+38.9% | $143,757-28.6% | $68,494+49.8% |
| Participation rate | 70.6% | 66.7%+3.9pp | 80.3%-9.7pp | 67.9%+2.7pp |
| Annual return | -17.75% | 1.01%-18.8pp | -0.04%-17.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $3,328 | $3,184+4.5% | $4,951-32.8% | $2,596+28.2% |
| Participant deferral / active EE | $8,356 | $3,384+146.9% | $5,637+48.2% | $4,027+107.5% |
| Admin fee / account holder | $748 | $5,755-87.0% | $14,673-94.9% | $5,403-86.2% |