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 | $146,138 | $73,004+100.2% | $90,749+61.0% | $68,494+113.4% |
| Participation rate | 74.4% | 70.8%+3.5pp | 75.7%-1.3pp | 67.9%+6.5pp |
| Annual return | -17.62% | -13.81%-3.8pp | -12.16%-5.5pp | -7.84%-9.8pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,844 | $3,627+88.7% | $4,564+49.9% | $4,027+69.9% |
| Admin fee / account holder | $17,812 | $5,896+202.1% | $8,445+110.9% | $5,403+229.7% |