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 | $160,486 | $110,094+45.8% | $151,611+5.9% | $68,494+134.3% |
| Participation rate | 94.0% | 84.0%+10.1pp | 87.5%+6.6pp | 67.9%+26.2pp |
| Annual return | -11.74% | -10.12%-1.6pp | 3.33%-15.1pp | -7.84%-3.9pp |
| Employer contribution / active EE | $2,518 | $4,471-43.7% | $6,166-59.2% | $2,596-3.0% |
| Participant deferral / active EE | $5,459 | $6,527-16.4% | $8,363-34.7% | $4,027+35.5% |
| Admin fee / account holder | $1,030 | $7,719-86.7% | $11,616-91.1% | $5,403-80.9% |