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 | $127,416 | $81,900+55.6% | $119,609+6.5% | $68,494+86.0% |
| Participation rate | 88.6% | 71.9%+16.7pp | 79.3%+9.4pp | 67.9%+20.7pp |
| Annual return | -13.21% | -23.82%+10.6pp | -14.97%+1.8pp | -7.84%-5.4pp |
| Employer contribution / active EE | $13,057 | $2,693+384.8% | $4,232+208.5% | $2,596+402.9% |
| Participant deferral / active EE | $0 | $4,148-100.0% | $5,602-100.0% | $4,027-100.0% |
| Admin fee / account holder | $15,207 | $6,582+131.0% | $10,323+47.3% | $5,403+181.5% |