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 | $60,238 | $69,010-12.7% | $159,960-62.3% | $68,494-12.1% |
| Participation rate | 74.2% | 65.4%+8.8pp | 78.0%-3.8pp | 67.9%+6.3pp |
| Annual return | -16.47% | -9.65%-6.8pp | 408.60%-425.1pp | -7.84%-8.6pp |
| Employer contribution / active EE | $0 | $2,213-100.0% | $4,226-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,271 | $4,212+1.4% | $6,182-30.9% | $4,027+6.0% |
| Admin fee / account holder | $5,057 | $4,798+5.4% | $8,698-41.9% | $5,403-6.4% |