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 | $179,178 | $81,900+118.8% | $119,609+49.8% | $68,494+161.6% |
| Participation rate | 88.4% | 71.9%+16.5pp | 79.3%+9.1pp | 67.9%+20.5pp |
| Annual return | -12.71% | -23.82%+11.1pp | -14.97%+2.3pp | -7.84%-4.9pp |
| Employer contribution / active EE | $2,778 | $2,693+3.1% | $4,232-34.4% | $2,596+7.0% |
| Participant deferral / active EE | $6,315 | $4,148+52.3% | $5,602+12.7% | $4,027+56.8% |
| Admin fee / account holder | $1,399 | $6,582-78.7% | $10,323-86.5% | $5,403-74.1% |