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 | $151,959 | $73,867+105.7% | $143,757+5.7% | $68,494+121.9% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -17.49% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $5,194 | $3,184+63.1% | $4,951+4.9% | $2,596+100.1% |
| Participant deferral / active EE | $4,198 | $3,384+24.0% | $5,637-25.5% | $4,027+4.2% |
| Admin fee / account holder | $43,260 | $5,755+651.7% | $14,673+194.8% | $5,403+700.7% |