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 | $201,516 | $167,484+20.3% | $151,611+32.9% | $134,475+49.9% |
| Participation rate | 88.9% | 88.4%+0.5pp | 87.5%+1.4pp | 81.2%+7.7pp |
| Annual return | -12.81% | 7.80%-20.6pp | 3.33%-16.1pp | 417.96%-430.8pp |
| Employer contribution / active EE | $13,333 | $6,829+95.2% | $6,166+116.2% | $4,740+181.3% |
| Participant deferral / active EE | $3,311 | $8,986-63.2% | $8,363-60.4% | $6,400-48.3% |
| Admin fee / account holder | $4,503 | $13,783-67.3% | $11,616-61.2% | $11,426-60.6% |