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 | $123,368 | $85,790+43.8% | $67,313+83.3% | $135,375-8.9% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -7.98% | -0.54%-7.4pp | -4.08%-3.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $1,793 | $3,487-48.6% | $2,566-30.1% | $4,779-62.5% |
| Participant deferral / active EE | $11,700 | $4,651+151.6% | $3,568+227.9% | $5,609+108.6% |
| Admin fee / account holder | $2,261 | $6,392-64.6% | $4,507-49.8% | $10,827-79.1% |