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 | $165,813 | $110,094+50.6% | $151,611+9.4% | $68,494+142.1% |
| Participation rate | 89.7% | 84.0%+5.7pp | 87.5%+2.2pp | 67.9%+21.8pp |
| Annual return | -16.99% | -10.12%-6.9pp | 3.33%-20.3pp | -7.84%-9.1pp |
| Employer contribution / active EE | $0 | $4,471-100.0% | $6,166-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $13,509 | $6,527+107.0% | $8,363+61.5% | $4,027+235.5% |
| Admin fee / account holder | $7,770 | $7,719+0.7% | $11,616-33.1% | $5,403+43.8% |