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 | $174,312 | $142,344+22.5% | $119,609+45.7% | $134,475+29.6% |
| Participation rate | 84.6% | 82.8%+1.8pp | 79.3%+5.4pp | 81.2%+3.4pp |
| Annual return | -14.03% | -12.44%-1.6pp | -14.97%+0.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $11,717 | $5,222+124.4% | $4,232+176.9% | $4,740+147.2% |
| Participant deferral / active EE | $6,995 | $6,469+8.1% | $5,602+24.9% | $6,400+9.3% |
| Admin fee / account holder | $9,752 | $13,584-28.2% | $10,323-5.5% | $11,426-14.6% |