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 | $166,676 | $211,958-21.4% | $169,463-1.6% | $135,375+23.1% |
| Participation rate | 95.2% | 82.6%+12.6pp | 77.8%+17.5pp | 82.6%+12.6pp |
| Annual return | -6.89% | 3.26%-10.2pp | 1.83%-8.7pp | 519.73%-526.6pp |
| Employer contribution / active EE | $1,793 | $5,120-65.0% | $4,159-56.9% | $4,779-62.5% |
| Participant deferral / active EE | $4,113 | $6,075-32.3% | $5,277-22.1% | $5,609-26.7% |
| Admin fee / account holder | $1,912 | $11,471-83.3% | $9,109-79.0% | $10,827-82.3% |