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 | $93,125 | $59,805+55.7% | $79,550+17.1% | $68,494+36.0% |
| Participation rate | 87.1% | 61.1%+26.0pp | 69.5%+17.6pp | 67.9%+19.2pp |
| Annual return | -19.01% | -12.30%-6.7pp | 0.16%-19.2pp | -7.84%-11.2pp |
| Employer contribution / active EE | $913 | $1,505-39.3% | $2,413-62.1% | $2,596-64.8% |
| Participant deferral / active EE | $1,722 | $3,024-43.1% | $3,985-56.8% | $4,027-57.2% |
| Admin fee / account holder | $4,020 | $4,835-16.9% | $6,832-41.2% | $5,403-25.6% |