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 | $69,197 | $57,354+20.7% | $83,848-17.5% | $64,186+7.8% |
| Participation rate | 71.0% | 68.6%+2.4pp | 76.1%-5.2pp | 69.6%+1.4pp |
| Annual return | -8.17% | 11.38%-19.6pp | 850.88%-859.0pp | 7.63%-15.8pp |
| Employer contribution / active EE | $1,712 | $2,545-32.7% | $3,631-52.9% | $2,381-28.1% |
| Participant deferral / active EE | $2,783 | $2,993-7.0% | $4,082-31.8% | $3,470-19.8% |
| Admin fee / account holder | $11,468 | $4,046+183.5% | $5,478+109.3% | $4,888+134.6% |