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 | $96,826 | $100,754-3.9% | $86,677+11.7% | $134,475-28.0% |
| Participation rate | 75.0% | 78.9%-3.9pp | 76.6%-1.6pp | 81.2%-6.2pp |
| Annual return | -18.62% | 29.04%-47.7pp | 35.91%-54.5pp | 417.96%-436.6pp |
| Employer contribution / active EE | $5,521 | $3,489+58.2% | $2,836+94.7% | $4,740+16.5% |
| Participant deferral / active EE | $6,889 | $5,338+29.1% | $4,656+48.0% | $6,400+7.6% |
| Admin fee / account holder | $2,954 | $10,926-73.0% | $7,493-60.6% | $11,426-74.1% |