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 | $148,221 | $167,307-11.4% | $143,757+3.1% | $134,475+10.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -6.51% | 0.46%-7.0pp | -0.04%-6.5pp | 417.96%-424.5pp |
| Employer contribution / active EE | $1,298 | $5,619-76.9% | $4,951-73.8% | $4,740-72.6% |
| Participant deferral / active EE | $4,748 | $6,446-26.3% | $5,637-15.8% | $6,400-25.8% |
| Admin fee / account holder | $27,070 | $18,088+49.7% | $14,673+84.5% | $11,426+136.9% |