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 | $129,128 | $105,860+22.0% | $90,749+42.3% | $134,475-4.0% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -18.94% | -11.01%-7.9pp | -12.16%-6.8pp | 417.96%-436.9pp |
| Employer contribution / active EE | $3,756 | $3,462+8.5% | $2,921+28.6% | $4,740-20.8% |
| Participant deferral / active EE | $8,441 | $5,216+61.8% | $4,564+84.9% | $6,400+31.9% |
| Admin fee / account holder | $9,883 | $13,938-29.1% | $8,445+17.0% | $11,426-13.5% |