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 | $169,779 | $95,862+77.1% | $79,550+113.4% | $134,475+26.3% |
| Participation rate | 83.3% | 75.0%+8.3pp | 69.5%+13.8pp | 81.2%+2.1pp |
| Annual return | -12.30% | -2.69%-9.6pp | 0.16%-12.5pp | 417.96%-430.3pp |
| Employer contribution / active EE | $3,176 | $3,128+1.5% | $2,413+31.6% | $4,740-33.0% |
| Participant deferral / active EE | $7,869 | $4,693+67.7% | $3,985+97.5% | $6,400+23.0% |
| Admin fee / account holder | $8,936 | $9,126-2.1% | $6,832+30.8% | $11,426-21.8% |