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 | $172,612 | $167,307+3.2% | $143,757+20.1% | $134,475+28.4% |
| Participation rate | 91.7% | 84.8%+6.9pp | 80.3%+11.4pp | 81.2%+10.4pp |
| Annual return | -17.05% | 0.46%-17.5pp | -0.04%-17.0pp | 417.96%-435.0pp |
| Employer contribution / active EE | $11,718 | $5,619+108.5% | $4,951+136.7% | $4,740+147.2% |
| Participant deferral / active EE | $8,751 | $6,446+35.8% | $5,637+55.2% | $6,400+36.7% |
| Admin fee / account holder | $43,990 | $18,088+143.2% | $14,673+199.8% | $11,426+285.0% |