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 | $59,596 | $72,404-17.7% | $110,238-45.9% | $64,186-7.2% |
| Participation rate | 98.2% | 73.3%+24.8pp | 79.8%+18.4pp | 69.6%+28.6pp |
| Annual return | -4.77% | -6.29%+1.5pp | 314.74%-319.5pp | 7.63%-12.4pp |
| Employer contribution / active EE | $1,234 | $2,282-45.9% | $3,826-67.7% | $2,381-48.2% |
| Participant deferral / active EE | $3,644 | $3,469+5.0% | $4,672-22.0% | $3,470+5.0% |
| Admin fee / account holder | $6,290 | $5,664+11.0% | $8,547-26.4% | $4,888+28.7% |