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 | $141,630 | $142,344-0.5% | $119,609+18.4% | $134,475+5.3% |
| Participation rate | 86.7% | 82.8%+3.9pp | 79.3%+7.4pp | 81.2%+5.4pp |
| Annual return | -17.19% | -12.44%-4.8pp | -14.97%-2.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,069 | $5,222-60.4% | $4,232-51.1% | $4,740-56.3% |
| Participant deferral / active EE | $5,972 | $6,469-7.7% | $5,602+6.6% | $6,400-6.7% |
| Admin fee / account holder | $1,947 | $13,584-85.7% | $10,323-81.1% | $11,426-83.0% |