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 | $46,234 | $43,723+5.7% | $121,196-61.9% | $64,186-28.0% |
| Participation rate | 70.7% | 58.3%+12.3pp | 71.7%-1.1pp | 69.6%+1.1pp |
| Annual return | -7.40% | 68.91%-76.3pp | 16.93%-24.3pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,209 | $1,296-6.7% | $4,022-69.9% | $2,381-49.2% |
| Participant deferral / active EE | $1,871 | $2,280-17.9% | $3,344-44.1% | $3,470-46.1% |
| Admin fee / account holder | $1,507 | $3,501-57.0% | $5,019-70.0% | $4,888-69.2% |