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 | $165,031 | $127,100+29.8% | $105,738+56.1% | $135,375+21.9% |
| Participation rate | 92.3% | 82.7%+9.6pp | 76.3%+16.0pp | 82.6%+9.7pp |
| Annual return | -7.47% | 4.49%-12.0pp | 6.27%-13.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $3,121 | $4,107-24.0% | $3,268-4.5% | $4,779-34.7% |
| Participant deferral / active EE | $7,445 | $5,064+47.0% | $4,080+82.5% | $5,609+32.7% |
| Admin fee / account holder | $1,877 | $9,087-79.3% | $6,913-72.8% | $10,827-82.7% |