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 | $128,921 | $95,862+34.5% | $79,550+62.1% | $134,475-4.1% |
| Participation rate | 72.7% | 75.0%-2.3pp | 69.5%+3.2pp | 81.2%-8.5pp |
| Annual return | -14.57% | -2.69%-11.9pp | 0.16%-14.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,079 | $3,128-1.6% | $2,413+27.6% | $4,740-35.0% |
| Participant deferral / active EE | $7,760 | $4,693+65.4% | $3,985+94.7% | $6,400+21.2% |
| Admin fee / account holder | $1,626 | $9,126-82.2% | $6,832-76.2% | $11,426-85.8% |