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 | $131,560 | $129,942+1.2% | $104,294+26.1% | $134,475-2.2% |
| Participation rate | 87.5% | 79.5%+8.0pp | 73.3%+14.2pp | 81.2%+6.3pp |
| Annual return | -15.89% | 42.03%-57.9pp | 24.61%-40.5pp | 417.96%-433.9pp |
| Employer contribution / active EE | $1,750 | $4,184-58.2% | $3,372-48.1% | $4,740-63.1% |
| Participant deferral / active EE | $2,193 | $5,588-60.7% | $4,625-52.6% | $6,400-65.7% |
| Admin fee / account holder | $3,772 | $9,323-59.5% | $7,339-48.6% | $11,426-67.0% |