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 | $182,898 | $110,094+66.1% | $151,611+20.6% | $68,494+167.0% |
| Participation rate | 97.5% | 84.0%+13.5pp | 87.5%+10.0pp | 67.9%+29.6pp |
| Annual return | -14.83% | -10.12%-4.7pp | 3.33%-18.2pp | -7.84%-7.0pp |
| Employer contribution / active EE | $4,719 | $4,471+5.6% | $6,166-23.5% | $2,596+81.8% |
| Participant deferral / active EE | $10,581 | $6,527+62.1% | $8,363+26.5% | $4,027+162.8% |
| Admin fee / account holder | $45,626 | $7,719+491.1% | $11,616+292.8% | $5,403+744.5% |