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 | $134,547 | $73,867+82.1% | $143,757-6.4% | $68,494+96.4% |
| Participation rate | 89.3% | 66.7%+22.7pp | 80.3%+9.0pp | 67.9%+21.4pp |
| Annual return | -17.48% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $4,819 | $3,184+51.3% | $4,951-2.7% | $2,596+85.6% |
| Participant deferral / active EE | $5,700 | $3,384+68.4% | $5,637+1.1% | $4,027+41.5% |
| Admin fee / account holder | $4,244 | $5,755-26.2% | $14,673-71.1% | $5,403-21.4% |