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 | $86,969 | $82,664+5.2% | $125,339-30.6% | $68,494+27.0% |
| Participation rate | 86.7% | 75.0%+11.6pp | 82.4%+4.3pp | 67.9%+18.8pp |
| Annual return | -18.23% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $3,606 | $3,381+6.7% | $4,814-25.1% | $2,596+38.9% |
| Participant deferral / active EE | $6,625 | $6,110+8.4% | $7,446-11.0% | $4,027+64.5% |
| Admin fee / account holder | $1,498 | $6,275-76.1% | $10,010-85.0% | $5,403-72.3% |