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 | $176,878 | $73,867+139.5% | $143,757+23.0% | $68,494+158.2% |
| Participation rate | 98.8% | 66.7%+32.2pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | -12.63% | 1.01%-13.6pp | -0.04%-12.6pp | -7.84%-4.8pp |
| Employer contribution / active EE | $6,583 | $3,184+106.8% | $4,951+33.0% | $2,596+153.6% |
| Participant deferral / active EE | $4,940 | $3,384+46.0% | $5,637-12.4% | $4,027+22.7% |
| Admin fee / account holder | $4,820 | $5,755-16.2% | $14,673-67.2% | $5,403-10.8% |