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 | $205,240 | $167,307+22.7% | $143,757+42.8% | $134,475+52.6% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -16.42% | 0.46%-16.9pp | -0.04%-16.4pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,128 | $5,619-44.3% | $4,951-36.8% | $4,740-34.0% |
| Participant deferral / active EE | $7,743 | $6,446+20.1% | $5,637+37.4% | $6,400+21.0% |
| Admin fee / account holder | $2,076 | $18,088-88.5% | $14,673-85.8% | $11,426-81.8% |