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 | $12,261 | $133,958-90.8% | $112,228-89.1% | $134,475-90.9% |
| Participation rate | 83.3% | 78.6%+4.8pp | 75.1%+8.3pp | 81.2%+2.1pp |
| Annual return | -17.30% | 47.11%-64.4pp | 27.45%-44.8pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,338 | $4,038-66.9% | $3,635-63.2% | $4,740-71.8% |
| Participant deferral / active EE | $3,829 | $5,291-27.6% | $4,728-19.0% | $6,400-40.2% |
| Admin fee / account holder | $761 | $7,489-89.8% | $6,410-88.1% | $11,426-93.3% |