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 | $57,024 | $62,586-8.9% | $76,768-25.7% | $64,186-11.2% |
| Participation rate | 77.1% | 72.8%+4.3pp | 77.0%+0.2pp | 69.6%+7.6pp |
| Annual return | -6.18% | -1.95%-4.2pp | 2.43%-8.6pp | 7.63%-13.8pp |
| Employer contribution / active EE | $1,048 | $1,832-42.8% | $2,485-57.8% | $2,381-56.0% |
| Participant deferral / active EE | $3,064 | $3,145-2.6% | $3,852-20.4% | $3,470-11.7% |
| Admin fee / account holder | $13,272 | $4,667+184.4% | $6,675+98.8% | $4,888+171.5% |