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 | $61,819 | $54,350+13.7% | $82,719-25.3% | $68,494-9.7% |
| Participation rate | 76.0% | 63.9%+12.1pp | 72.6%+3.4pp | 67.9%+8.1pp |
| Annual return | -8.31% | -13.67%+5.4pp | 701.18%-709.5pp | -7.84%-0.5pp |
| Employer contribution / active EE | $807 | $2,218-63.6% | $3,009-73.2% | $2,596-68.9% |
| Participant deferral / active EE | $5,443 | $3,246+67.7% | $4,395+23.9% | $4,027+35.2% |
| Admin fee / account holder | $4,912 | $4,395+11.8% | $5,329-7.8% | $5,403-9.1% |