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 | $118,743 | $100,754+17.9% | $86,677+37.0% | $134,475-11.7% |
| Participation rate | 81.3% | 78.9%+2.3pp | 76.6%+4.7pp | 81.2%0pp |
| Annual return | -16.30% | 29.04%-45.3pp | 35.91%-52.2pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,574 | $3,489-54.9% | $2,836-44.5% | $4,740-66.8% |
| Participant deferral / active EE | $6,299 | $5,338+18.0% | $4,656+35.3% | $6,400-1.6% |
| Admin fee / account holder | $834 | $10,926-92.4% | $7,493-88.9% | $11,426-92.7% |