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 | $69,208 | $54,229+27.6% | $70,092-1.3% | $68,494+1.0% |
| Participation rate | 95.3% | 64.5%+30.8pp | 70.5%+24.8pp | 67.9%+27.4pp |
| Annual return | -18.17% | -13.87%-4.3pp | 190.73%-208.9pp | -7.84%-10.3pp |
| Employer contribution / active EE | $1,478 | $2,018-26.8% | $2,559-42.3% | $2,596-43.1% |
| Participant deferral / active EE | $2,415 | $2,956-18.3% | $3,849-37.3% | $4,027-40.0% |
| Admin fee / account holder | $3,391 | $4,694-27.8% | $6,267-45.9% | $5,403-37.2% |