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 | $149,767 | $99,032+51.2% | $80,019+87.2% | $135,375+10.6% |
| Participation rate | 93.8% | 78.4%+15.4pp | 75.8%+17.9pp | 82.6%+11.1pp |
| Annual return | -4.63% | 15.39%-20.0pp | 11.22%-15.8pp | 519.73%-524.4pp |
| Employer contribution / active EE | $4,075 | $3,043+33.9% | $2,468+65.1% | $4,779-14.7% |
| Participant deferral / active EE | $2,474 | $4,282-42.2% | $3,686-32.9% | $5,609-55.9% |
| Admin fee / account holder | $18,642 | $10,436+78.6% | $6,521+185.9% | $10,827+72.2% |