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 | $66,692 | $59,805+11.5% | $79,550-16.2% | $68,494-2.6% |
| Participation rate | 97.1% | 61.1%+36.1pp | 69.5%+27.7pp | 67.9%+29.3pp |
| Annual return | -17.95% | -12.30%-5.6pp | 0.16%-18.1pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,604 | $1,505+6.6% | $2,413-33.5% | $2,596-38.2% |
| Participant deferral / active EE | $6,698 | $3,024+121.5% | $3,985+68.1% | $4,027+66.3% |
| Admin fee / account holder | $1,310 | $4,835-72.9% | $6,832-80.8% | $5,403-75.8% |