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 | $103,489 | $81,900+26.4% | $119,609-13.5% | $68,494+51.1% |
| Participation rate | 96.4% | 71.9%+24.5pp | 79.3%+17.2pp | 67.9%+28.5pp |
| Annual return | -15.96% | -23.82%+7.9pp | -14.97%-1.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $4,045 | $2,693+50.2% | $4,232-4.4% | $2,596+55.8% |
| Participant deferral / active EE | $7,190 | $4,148+73.3% | $5,602+28.3% | $4,027+78.5% |
| Admin fee / account holder | $10,621 | $6,582+61.4% | $10,323+2.9% | $5,403+96.6% |