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 | $60,426 | $72,404-16.5% | $110,238-45.2% | $64,186-5.9% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.6%+16.1pp |
| Annual return | -0.81% | -6.29%+5.5pp | 314.74%-315.5pp | 7.63%-8.4pp |
| Employer contribution / active EE | $1,094 | $2,282-52.1% | $3,826-71.4% | $2,381-54.1% |
| Participant deferral / active EE | $2,979 | $3,469-14.1% | $4,672-36.2% | $3,470-14.1% |
| Admin fee / account holder | $1,824 | $5,664-67.8% | $8,547-78.7% | $4,888-62.7% |