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 5-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 | $119,905 | $133,958-10.5% | $112,228+6.8% | $134,475-10.8% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -17.46% | 47.11%-64.6pp | 27.45%-44.9pp | 417.96%-435.4pp |
| Employer contribution / active EE | $2,482 | $4,038-38.5% | $3,635-31.7% | $4,740-47.6% |
| Participant deferral / active EE | $8,750 | $5,291+65.4% | $4,728+85.1% | $6,400+36.7% |
| Admin fee / account holder | $1,001 | $7,489-86.6% | $6,410-84.4% | $11,426-91.2% |