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 | $180,526 | $167,307+7.9% | $143,757+25.6% | $134,475+34.2% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -16.08% | 0.46%-16.5pp | -0.04%-16.0pp | 417.96%-434.0pp |
| Employer contribution / active EE | $3,015 | $5,619-46.4% | $4,951-39.1% | $4,740-36.4% |
| Participant deferral / active EE | $8,212 | $6,446+27.4% | $5,637+45.7% | $6,400+28.3% |
| Admin fee / account holder | $438 | $18,088-97.6% | $14,673-97.0% | $11,426-96.2% |