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 | $95,361 | $72,404+31.7% | $110,238-13.5% | $64,186+48.6% |
| Participation rate | 79.3% | 73.3%+6.0pp | 79.8%-0.5pp | 69.6%+9.7pp |
| Annual return | -6.16% | -6.29%+0.1pp | 314.74%-320.9pp | 7.63%-13.8pp |
| Employer contribution / active EE | $719 | $2,282-68.5% | $3,826-81.2% | $2,381-69.8% |
| Participant deferral / active EE | $3,239 | $3,469-6.6% | $4,672-30.7% | $3,470-6.6% |
| Admin fee / account holder | $13,141 | $5,664+132.0% | $8,547+53.7% | $4,888+168.8% |