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 | $77,796 | $64,707+20.2% | $112,228-30.7% | $68,494+13.6% |
| Participation rate | 97.7% | 67.2%+30.6pp | 75.1%+22.7pp | 67.9%+29.8pp |
| Annual return | -10.42% | -11.40%+1.0pp | 27.45%-37.9pp | -7.84%-2.6pp |
| Employer contribution / active EE | $5,597 | $2,746+103.8% | $3,635+54.0% | $2,596+115.6% |
| Participant deferral / active EE | $4,768 | $3,565+33.8% | $4,728+0.8% | $4,027+18.4% |
| Admin fee / account holder | $1,545 | $5,232-70.5% | $6,410-75.9% | $5,403-71.4% |