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 | $132,275 | $82,286+60.8% | $68,791+92.3% | $134,475-1.6% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -16.99% | -2.19%-14.8pp | -6.38%-10.6pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,766 | $3,301-46.5% | $2,655-33.5% | $4,740-62.7% |
| Participant deferral / active EE | $6,701 | $4,739+41.4% | $3,941+70.0% | $6,400+4.7% |
| Admin fee / account holder | $1,795 | $6,481-72.3% | $4,932-63.6% | $11,426-84.3% |