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 | $148,535 | $167,484-11.3% | $151,611-2.0% | $134,475+10.5% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -17.83% | 7.80%-25.6pp | 3.33%-21.2pp | 417.96%-435.8pp |
| Employer contribution / active EE | $12,503 | $6,829+83.1% | $6,166+102.8% | $4,740+163.8% |
| Participant deferral / active EE | $8,726 | $8,986-2.9% | $8,363+4.3% | $6,400+36.3% |
| Admin fee / account holder | $12,279 | $13,783-10.9% | $11,616+5.7% | $11,426+7.5% |