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 | $75,330 | $46,674+61.4% | $117,472-35.9% | $68,494+10.0% |
| Participation rate | 73.1% | 56.8%+16.3pp | 70.6%+2.5pp | 67.9%+5.2pp |
| Annual return | -17.19% | -14.52%-2.7pp | 29.74%-46.9pp | -7.84%-9.3pp |
| Employer contribution / active EE | $5,144 | $1,505+241.9% | $4,176+23.2% | $2,596+98.1% |
| Participant deferral / active EE | $5,425 | $2,636+105.8% | $4,070+33.3% | $4,027+34.7% |
| Admin fee / account holder | $6,736 | $4,020+67.6% | $5,645+19.3% | $5,403+24.7% |