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 | $138,607 | $81,900+69.2% | $119,609+15.9% | $68,494+102.4% |
| Participation rate | 79.2% | 71.9%+7.3pp | 79.3%0pp | 67.9%+11.3pp |
| Annual return | -18.58% | -23.82%+5.2pp | -14.97%-3.6pp | -7.84%-10.7pp |
| Employer contribution / active EE | $3,626 | $2,693+34.6% | $4,232-14.3% | $2,596+39.7% |
| Participant deferral / active EE | $7,280 | $4,148+75.5% | $5,602+29.9% | $4,027+80.8% |
| Admin fee / account holder | $1,075 | $6,582-83.7% | $10,323-89.6% | $5,403-80.1% |