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 | $113,142 | $73,867+53.2% | $143,757-21.3% | $68,494+65.2% |
| Participation rate | 81.1% | 66.7%+14.4pp | 80.3%+0.8pp | 67.9%+13.2pp |
| Annual return | -14.90% | 1.01%-15.9pp | -0.04%-14.9pp | -7.84%-7.1pp |
| Employer contribution / active EE | $3,673 | $3,184+15.3% | $4,951-25.8% | $2,596+41.5% |
| Participant deferral / active EE | $6,947 | $3,384+105.3% | $5,637+23.2% | $4,027+72.5% |
| Admin fee / account holder | $2,326 | $5,755-59.6% | $14,673-84.2% | $5,403-57.0% |