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 | $82,849 | $110,094-24.7% | $151,611-45.4% | $68,494+21.0% |
| Participation rate | 97.9% | 84.0%+14.0pp | 87.5%+10.4pp | 67.9%+30.0pp |
| Annual return | -9.30% | -10.12%+0.8pp | 3.33%-12.6pp | -7.84%-1.5pp |
| Employer contribution / active EE | $3,148 | $4,471-29.6% | $6,166-48.9% | $2,596+21.2% |
| Participant deferral / active EE | $6,942 | $6,527+6.4% | $8,363-17.0% | $4,027+72.4% |
| Admin fee / account holder | $12,537 | $7,719+62.4% | $11,616+7.9% | $5,403+132.0% |