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 | $184,184 | $142,344+29.4% | $119,609+54.0% | $134,475+37.0% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -15.91% | -12.44%-3.5pp | -14.97%-0.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $8,253 | $5,222+58.0% | $4,232+95.0% | $4,740+74.1% |
| Participant deferral / active EE | $5,952 | $6,469-8.0% | $5,602+6.2% | $6,400-7.0% |
| Admin fee / account holder | $10,803 | $13,584-20.5% | $10,323+4.6% | $11,426-5.5% |