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 | $121,257 | $64,707+87.4% | $112,228+8.0% | $68,494+77.0% |
| Participation rate | 97.0% | 67.2%+29.8pp | 75.1%+21.9pp | 67.9%+29.1pp |
| Annual return | -15.12% | -11.40%-3.7pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $9,002 | $2,746+227.8% | $3,635+147.7% | $2,596+246.7% |
| Participant deferral / active EE | $2,228 | $3,565-37.5% | $4,728-52.9% | $4,027-44.7% |
| Admin fee / account holder | $3,864 | $5,232-26.1% | $6,410-39.7% | $5,403-28.5% |