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 | $94,205 | $100,754-6.5% | $86,677+8.7% | $134,475-29.9% |
| Participation rate | 86.4% | 78.9%+7.4pp | 76.6%+9.8pp | 81.2%+5.1pp |
| Annual return | -12.27% | 29.04%-41.3pp | 35.91%-48.2pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,708 | $3,489-22.4% | $2,836-4.5% | $4,740-42.9% |
| Participant deferral / active EE | $5,962 | $5,338+11.7% | $4,656+28.1% | $6,400-6.8% |
| Admin fee / account holder | $10,119 | $10,926-7.4% | $7,493+35.0% | $11,426-11.4% |