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 | $164,751 | $167,307-1.5% | $143,757+14.6% | $134,475+22.5% |
| Participation rate | 84.2% | 84.8%-0.6pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -16.32% | 0.46%-16.8pp | -0.04%-16.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,248 | $5,619-77.8% | $4,951-74.8% | $4,740-73.7% |
| Participant deferral / active EE | $5,531 | $6,446-14.2% | $5,637-1.9% | $6,400-13.6% |
| Admin fee / account holder | $12,543 | $18,088-30.7% | $14,673-14.5% | $11,426+9.8% |