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 | $185,889 | $73,867+151.7% | $143,757+29.3% | $68,494+171.4% |
| Participation rate | 93.3% | 66.7%+26.7pp | 80.3%+13.0pp | 67.9%+25.4pp |
| Annual return | -18.11% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $4,714 | $3,184+48.1% | $4,951-4.8% | $2,596+81.6% |
| Participant deferral / active EE | $4,353 | $3,384+28.6% | $5,637-22.8% | $4,027+8.1% |
| Admin fee / account holder | $2,623 | $5,755-54.4% | $14,673-82.1% | $5,403-51.5% |