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 | $59,172 | $59,805-1.1% | $79,550-25.6% | $68,494-13.6% |
| Participation rate | 74.6% | 61.1%+13.5pp | 69.5%+5.1pp | 67.9%+6.7pp |
| Annual return | -15.13% | -12.30%-2.8pp | 0.16%-15.3pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,183 | $1,505-21.4% | $2,413-51.0% | $2,596-54.4% |
| Participant deferral / active EE | $5,692 | $3,024+88.2% | $3,985+42.8% | $4,027+41.3% |
| Admin fee / account holder | $5,547 | $4,835+14.7% | $6,832-18.8% | $5,403+2.7% |