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 | $73,713 | $72,404+1.8% | $110,238-33.1% | $64,186+14.8% |
| Participation rate | 85.4% | 73.3%+12.1pp | 79.8%+5.6pp | 69.6%+15.8pp |
| Annual return | -6.68% | -6.29%-0.4pp | 314.74%-321.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $918 | $2,282-59.8% | $3,826-76.0% | $2,381-61.5% |
| Participant deferral / active EE | $3,670 | $3,469+5.8% | $4,672-21.4% | $3,470+5.8% |
| Admin fee / account holder | $3,064 | $5,664-45.9% | $8,547-64.2% | $4,888-37.3% |