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 | $174,276 | $167,307+4.2% | $143,757+21.2% | $134,475+29.6% |
| Participation rate | 93.3% | 84.8%+8.5pp | 80.3%+13.0pp | 81.2%+12.1pp |
| Annual return | -14.59% | 0.46%-15.1pp | -0.04%-14.5pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,443 | $5,619-56.5% | $4,951-50.7% | $4,740-48.5% |
| Participant deferral / active EE | $8,142 | $6,446+26.3% | $5,637+44.4% | $6,400+27.2% |
| Admin fee / account holder | $960 | $18,088-94.7% | $14,673-93.5% | $11,426-91.6% |