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 | $164,344 | $167,484-1.9% | $151,611+8.4% | $134,475+22.2% |
| Participation rate | 71.4% | 88.4%-17.0pp | 87.5%-16.1pp | 81.2%-9.8pp |
| Annual return | -11.26% | 7.80%-19.1pp | 3.33%-14.6pp | 417.96%-429.2pp |
| Employer contribution / active EE | $7,143 | $6,829+4.6% | $6,166+15.8% | $4,740+50.7% |
| Participant deferral / active EE | $5,269 | $8,986-41.4% | $8,363-37.0% | $6,400-17.7% |
| Admin fee / account holder | $8,057 | $13,783-41.5% | $11,616-30.6% | $11,426-29.5% |