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 | $52,221 | $49,177+6.2% | $79,464-34.3% | $64,186-18.6% |
| Participation rate | 80.0% | 65.0%+15.0pp | 73.3%+6.7pp | 69.6%+10.4pp |
| Annual return | -2.61% | -1.16%-1.5pp | 718.14%-720.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $761 | $2,076-63.4% | $2,800-72.8% | $2,381-68.0% |
| Participant deferral / active EE | $1,342 | $2,821-52.4% | $3,704-63.8% | $3,470-61.3% |
| Admin fee / account holder | $2,599 | $3,839-32.3% | $5,113-49.2% | $4,888-46.8% |