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 | $119,848 | $105,860+13.2% | $90,749+32.1% | $134,475-10.9% |
| Participation rate | 95.7% | 78.2%+17.4pp | 75.7%+20.0pp | 81.2%+14.4pp |
| Annual return | -18.80% | -11.01%-7.8pp | -12.16%-6.6pp | 417.96%-436.8pp |
| Employer contribution / active EE | $5,505 | $3,462+59.0% | $2,921+88.5% | $4,740+16.1% |
| Participant deferral / active EE | $7,359 | $5,216+41.1% | $4,564+61.2% | $6,400+15.0% |
| Admin fee / account holder | $11,103 | $13,938-20.3% | $8,445+31.5% | $11,426-2.8% |