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 | $131,931 | $110,094+19.8% | $151,611-13.0% | $68,494+92.6% |
| Participation rate | 83.7% | 84.0%-0.3pp | 87.5%-3.8pp | 67.9%+15.8pp |
| Annual return | -14.74% | -10.12%-4.6pp | 3.33%-18.1pp | -7.84%-6.9pp |
| Employer contribution / active EE | $2,984 | $4,471-33.3% | $6,166-51.6% | $2,596+14.9% |
| Participant deferral / active EE | $10,911 | $6,527+67.2% | $8,363+30.5% | $4,027+170.9% |
| Admin fee / account holder | $1,908 | $7,719-75.3% | $11,616-83.6% | $5,403-64.7% |