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 | $140,432 | $81,900+71.5% | $119,609+17.4% | $68,494+105.0% |
| Participation rate | 80.0% | 71.9%+8.1pp | 79.3%+0.7pp | 67.9%+12.1pp |
| Annual return | -16.92% | -23.82%+6.9pp | -14.97%-2.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,375 | $2,693-49.0% | $4,232-67.5% | $2,596-47.1% |
| Participant deferral / active EE | $7,056 | $4,148+70.1% | $5,602+26.0% | $4,027+75.2% |
| Admin fee / account holder | $42,329 | $6,582+543.1% | $10,323+310.0% | $5,403+683.5% |