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 7-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 | $157,552 | $167,484-5.9% | $151,611+3.9% | $134,475+17.2% |
| Participation rate | 75.0% | 88.4%-13.4pp | 87.5%-12.5pp | 81.2%-6.2pp |
| Annual return | -19.53% | 7.80%-27.3pp | 3.33%-22.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $4,056 | $6,829-40.6% | $6,166-34.2% | $4,740-14.4% |
| Participant deferral / active EE | $14,991 | $8,986+66.8% | $8,363+79.2% | $6,400+134.2% |
| Admin fee / account holder | $15,167 | $13,783+10.0% | $11,616+30.6% | $11,426+32.7% |