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 | $194,252 | $82,286+136.1% | $68,791+182.4% | $134,475+44.5% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -20.53% | -2.19%-18.3pp | -6.38%-14.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $3,579 | $3,301+8.4% | $2,655+34.8% | $4,740-24.5% |
| Participant deferral / active EE | $7,635 | $4,739+61.1% | $3,941+93.7% | $6,400+19.3% |
| Admin fee / account holder | $4,023 | $6,481-37.9% | $4,932-18.4% | $11,426-64.8% |