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 | $170,252 | $167,307+1.8% | $143,757+18.4% | $134,475+26.6% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -19.45% | 0.46%-19.9pp | -0.04%-19.4pp | 417.96%-437.4pp |
| Employer contribution / active EE | $4,327 | $5,619-23.0% | $4,951-12.6% | $4,740-8.7% |
| Participant deferral / active EE | $6,072 | $6,446-5.8% | $5,637+7.7% | $6,400-5.1% |
| Admin fee / account holder | $25,385 | $18,088+40.3% | $14,673+73.0% | $11,426+122.2% |