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 | $49,616 | $46,674+6.3% | $117,472-57.8% | $68,494-27.6% |
| Participation rate | 94.8% | 56.8%+38.0pp | 70.6%+24.2pp | 67.9%+26.9pp |
| Annual return | -10.90% | -14.52%+3.6pp | 29.74%-40.6pp | -7.84%-3.1pp |
| Employer contribution / active EE | $1,136 | $1,505-24.5% | $4,176-72.8% | $2,596-56.2% |
| Participant deferral / active EE | $1,732 | $2,636-34.3% | $4,070-57.5% | $4,027-57.0% |
| Admin fee / account holder | $6,118 | $4,020+52.2% | $5,645+8.4% | $5,403+13.2% |