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 | $157,419 | $71,883+119.0% | $86,677+81.6% | $68,494+129.8% |
| Participation rate | 73.0% | 72.2%+0.7pp | 76.6%-3.6pp | 67.9%+5.1pp |
| Annual return | -14.34% | 3.52%-17.9pp | 35.91%-50.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $0 | $2,173-100.0% | $2,836-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,574 | $3,779-31.9% | $4,656-44.7% | $4,027-36.1% |
| Admin fee / account holder | $9,360 | $6,112+53.2% | $7,493+24.9% | $5,403+73.3% |