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 | $176,294 | $82,664+113.3% | $125,339+40.7% | $68,494+157.4% |
| Participation rate | 73.0% | 75.0%-2.1pp | 82.4%-9.4pp | 67.9%+5.1pp |
| Annual return | -6.67% | -5.97%-0.7pp | 572.05%-578.7pp | -7.84%+1.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $5,310 | $6,110-13.1% | $7,446-28.7% | $4,027+31.9% |
| Admin fee / account holder | $4,475 | $6,275-28.7% | $10,010-55.3% | $5,403-17.2% |