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 | $171,505 | $142,344+20.5% | $119,609+43.4% | $134,475+27.5% |
| Participation rate | 83.3% | 82.8%+0.5pp | 79.3%+4.1pp | 81.2%+2.1pp |
| Annual return | -19.61% | -12.44%-7.2pp | -14.97%-4.6pp | 417.96%-437.6pp |
| Employer contribution / active EE | $3,367 | $5,222-35.5% | $4,232-20.4% | $4,740-29.0% |
| Participant deferral / active EE | $7,951 | $6,469+22.9% | $5,602+41.9% | $6,400+24.2% |
| Admin fee / account holder | $1,052 | $13,584-92.3% | $10,323-89.8% | $11,426-90.8% |