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 | $141,365 | $105,860+33.5% | $90,749+55.8% | $134,475+5.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.53% | -11.01%-3.5pp | -12.16%-2.4pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,692 | $3,462-51.1% | $2,921-42.1% | $4,740-64.3% |
| Participant deferral / active EE | $8,544 | $5,216+63.8% | $4,564+87.2% | $6,400+33.5% |
| Admin fee / account holder | $12,556 | $13,938-9.9% | $8,445+48.7% | $11,426+9.9% |