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 | $165,347 | $167,484-1.3% | $151,611+9.1% | $134,475+23.0% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -18.03% | 7.80%-25.8pp | 3.33%-21.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $4,294 | $6,829-37.1% | $6,166-30.4% | $4,740-9.4% |
| Participant deferral / active EE | $10,786 | $8,986+20.0% | $8,363+29.0% | $6,400+68.5% |
| Admin fee / account holder | $6,950 | $13,783-49.6% | $11,616-40.2% | $11,426-39.2% |