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 | $145,539 | $105,860+37.5% | $90,749+60.4% | $134,475+8.2% |
| Participation rate | 87.5% | 78.2%+9.3pp | 75.7%+11.8pp | 81.2%+6.3pp |
| Annual return | -13.50% | -11.01%-2.5pp | -12.16%-1.3pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,842 | $3,462-46.8% | $2,921-36.9% | $4,740-61.1% |
| Participant deferral / active EE | $6,890 | $5,216+32.1% | $4,564+51.0% | $6,400+7.7% |
| Admin fee / account holder | $1,055 | $13,938-92.4% | $8,445-87.5% | $11,426-90.8% |