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 | $67,061 | $73,867-9.2% | $143,757-53.4% | $68,494-2.1% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -15.45% | 1.01%-16.5pp | -0.04%-15.4pp | -7.84%-7.6pp |
| Employer contribution / active EE | $639 | $3,184-79.9% | $4,951-87.1% | $2,596-75.4% |
| Participant deferral / active EE | $1,920 | $3,384-43.3% | $5,637-65.9% | $4,027-52.3% |
| Admin fee / account holder | $1,506 | $5,755-73.8% | $14,673-89.7% | $5,403-72.1% |