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 | $173,691 | $167,307+3.8% | $143,757+20.8% | $134,475+29.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -10.75% | 0.46%-11.2pp | -0.04%-10.7pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,893 | $5,619-66.3% | $4,951-61.8% | $4,740-60.1% |
| Participant deferral / active EE | $4,803 | $6,446-25.5% | $5,637-14.8% | $6,400-25.0% |
| Admin fee / account holder | $916 | $18,088-94.9% | $14,673-93.8% | $11,426-92.0% |