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 | $139,576 | $152,587-8.5% | $125,175+11.5% | $152,861-8.7% |
| Participation rate | 83.3% | 83.3%0pp | 79.8%+3.6pp | 82.4%+0.9pp |
| Annual return | 21.11% | 54.84%-33.7pp | 43.79%-22.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,388 | $4,946-71.9% | $3,865-64.1% | $4,762-70.9% |
| Participant deferral / active EE | $4,076 | $5,868-30.5% | $4,937-17.4% | $5,850-30.3% |
| Admin fee / account holder | $34,990 | $13,434+160.5% | $9,702+260.6% | $11,596+201.7% |