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 | $193,504 | $167,307+15.7% | $143,757+34.6% | $134,475+43.9% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -17.92% | 0.46%-18.4pp | -0.04%-17.9pp | 417.96%-435.9pp |
| Employer contribution / active EE | $4,840 | $5,619-13.9% | $4,951-2.3% | $4,740+2.1% |
| Participant deferral / active EE | $6,537 | $6,446+1.4% | $5,637+16.0% | $6,400+2.1% |
| Admin fee / account holder | $9,957 | $18,088-45.0% | $14,673-32.1% | $11,426-12.9% |