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 | $175,257 | $82,286+113.0% | $68,791+154.8% | $134,475+30.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -14.89% | -2.19%-12.7pp | -6.38%-8.5pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,314 | $3,301-29.9% | $2,655-12.8% | $4,740-51.2% |
| Participant deferral / active EE | $5,088 | $4,739+7.4% | $3,941+29.1% | $6,400-20.5% |
| Admin fee / account holder | $7,283 | $6,481+12.4% | $4,932+47.7% | $11,426-36.3% |