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 | $142,731 | $167,484-14.8% | $151,611-5.9% | $134,475+6.1% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -13.87% | 7.80%-21.7pp | 3.33%-17.2pp | 417.96%-431.8pp |
| Employer contribution / active EE | $3,097 | $6,829-54.6% | $6,166-49.8% | $4,740-34.7% |
| Participant deferral / active EE | $4,391 | $8,986-51.1% | $8,363-47.5% | $6,400-31.4% |
| Admin fee / account holder | $3,039 | $13,783-77.9% | $11,616-73.8% | $11,426-73.4% |