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 | $137,898 | $73,004+88.9% | $90,749+52.0% | $68,494+101.3% |
| Participation rate | 80.0% | 70.8%+9.2pp | 75.7%+4.3pp | 67.9%+12.1pp |
| Annual return | -15.65% | -13.81%-1.8pp | -12.16%-3.5pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,390 | $2,193-36.6% | $2,921-52.4% | $2,596-46.4% |
| Participant deferral / active EE | $6,142 | $3,627+69.3% | $4,564+34.6% | $4,027+52.5% |
| Admin fee / account holder | $866 | $5,896-85.3% | $8,445-89.8% | $5,403-84.0% |