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 | $49,589 | $59,805-17.1% | $79,550-37.7% | $68,494-27.6% |
| Participation rate | 90.0% | 61.1%+28.9pp | 69.5%+20.5pp | 67.9%+22.1pp |
| Annual return | -17.84% | -12.30%-5.5pp | 0.16%-18.0pp | -7.84%-10.0pp |
| Employer contribution / active EE | $2,093 | $1,505+39.1% | $2,413-13.3% | $2,596-19.4% |
| Participant deferral / active EE | $3,763 | $3,024+24.4% | $3,985-5.6% | $4,027-6.6% |
| Admin fee / account holder | $12,668 | $4,835+162.0% | $6,832+85.4% | $5,403+134.5% |