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 | $174,379 | $167,307+4.2% | $143,757+21.3% | $134,475+29.7% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -15.09% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $2,439 | $5,619-56.6% | $4,951-50.7% | $4,740-48.5% |
| Participant deferral / active EE | $5,585 | $6,446-13.4% | $5,637-0.9% | $6,400-12.7% |
| Admin fee / account holder | $9,205 | $18,088-49.1% | $14,673-37.3% | $11,426-19.4% |