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 | $182,591 | $90,519+101.7% | $93,789+94.7% | $134,475+35.8% |
| Participation rate | 88.9% | 82.0%+6.9pp | 81.0%+7.9pp | 81.2%+7.7pp |
| Annual return | -13.00% | -15.72%+2.7pp | -11.33%-1.7pp | 417.96%-431.0pp |
| Employer contribution / active EE | $7,585 | $4,343+74.7% | $4,323+75.5% | $4,740+60.0% |
| Participant deferral / active EE | $7,245 | $5,978+21.2% | $6,094+18.9% | $6,400+13.2% |
| Admin fee / account holder | $64,555 | $9,252+597.7% | $7,195+797.2% | $11,426+465.0% |