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 | $128,137 | $92,222+38.9% | $76,768+66.9% | $135,375-5.3% |
| Participation rate | 86.4% | 79.8%+6.6pp | 77.0%+9.4pp | 82.6%+3.7pp |
| Annual return | -7.05% | 5.46%-12.5pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,545 | $3,216-52.0% | $2,485-37.8% | $4,779-67.7% |
| Participant deferral / active EE | $4,648 | $4,509+3.1% | $3,852+20.7% | $5,609-17.1% |
| Admin fee / account holder | $2,126 | $10,748-80.2% | $6,675-68.1% | $10,827-80.4% |