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 | $144,372 | $167,484-13.8% | $151,611-4.8% | $134,475+7.4% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.5%+3.4pp | 81.2%+9.7pp |
| Annual return | -16.84% | 7.80%-24.6pp | 3.33%-20.2pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,773 | $6,829-59.4% | $6,166-55.0% | $4,740-41.5% |
| Participant deferral / active EE | $5,712 | $8,986-36.4% | $8,363-31.7% | $6,400-10.7% |
| Admin fee / account holder | $3,664 | $13,783-73.4% | $11,616-68.5% | $11,426-67.9% |