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 | $173,088 | $95,862+80.6% | $79,550+117.6% | $134,475+28.7% |
| Participation rate | 81.8% | 75.0%+6.8pp | 69.5%+12.3pp | 81.2%+0.6pp |
| Annual return | -17.02% | -2.69%-14.3pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,840 | $3,128-41.2% | $2,413-23.8% | $4,740-61.2% |
| Participant deferral / active EE | $6,229 | $4,693+32.7% | $3,985+56.3% | $6,400-2.7% |
| Admin fee / account holder | $1,498 | $9,126-83.6% | $6,832-78.1% | $11,426-86.9% |