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 | $56,810 | $56,357+0.8% | $104,294-45.5% | $68,494-17.1% |
| Participation rate | 82.9% | 63.3%+19.6pp | 73.3%+9.6pp | 67.9%+15.0pp |
| Annual return | -15.49% | -9.19%-6.3pp | 24.61%-40.1pp | -7.84%-7.7pp |
| Employer contribution / active EE | $1,034 | $1,960-47.3% | $3,372-69.3% | $2,596-60.2% |
| Participant deferral / active EE | $2,192 | $3,077-28.8% | $4,625-52.6% | $4,027-45.6% |
| Admin fee / account holder | $4,801 | $4,903-2.1% | $7,339-34.6% | $5,403-11.1% |