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 | $154,150 | $71,883+114.4% | $86,677+77.8% | $68,494+125.1% |
| Participation rate | 88.4% | 72.2%+16.2pp | 76.6%+11.8pp | 67.9%+20.5pp |
| Annual return | -9.94% | 3.52%-13.5pp | 35.91%-45.9pp | -7.84%-2.1pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,659 | $3,779+23.3% | $4,656+0.1% | $4,027+15.7% |
| Admin fee / account holder | $3,862 | $6,112-36.8% | $7,493-48.5% | $5,403-28.5% |