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 | $84,303 | $59,805+41.0% | $79,550+6.0% | $68,494+23.1% |
| Participation rate | 96.7% | 61.1%+35.6pp | 69.5%+27.2pp | 67.9%+28.8pp |
| Annual return | -10.89% | -12.30%+1.4pp | 0.16%-11.1pp | -7.84%-3.1pp |
| Employer contribution / active EE | $2,465 | $1,505+63.8% | $2,413+2.1% | $2,596-5.1% |
| Participant deferral / active EE | $6,689 | $3,024+121.2% | $3,985+67.9% | $4,027+66.1% |
| Admin fee / account holder | $1,629 | $4,835-66.3% | $6,832-76.2% | $5,403-69.8% |