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 | $137,929 | $167,307-17.6% | $143,757-4.1% | $134,475+2.6% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -13.14% | 0.46%-13.6pp | -0.04%-13.1pp | 417.96%-431.1pp |
| Employer contribution / active EE | $3,406 | $5,619-39.4% | $4,951-31.2% | $4,740-28.1% |
| Participant deferral / active EE | $4,412 | $6,446-31.6% | $5,637-21.7% | $6,400-31.1% |
| Admin fee / account holder | $2,087 | $18,088-88.5% | $14,673-85.8% | $11,426-81.7% |