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 | $79,782 | $105,860-24.6% | $90,749-12.1% | $134,475-40.7% |
| Participation rate | 83.3% | 78.2%+5.1pp | 75.7%+7.6pp | 81.2%+2.1pp |
| Annual return | -20.30% | -11.01%-9.3pp | -12.16%-8.1pp | 417.96%-438.3pp |
| Employer contribution / active EE | $2,525 | $3,462-27.1% | $2,921-13.6% | $4,740-46.7% |
| Participant deferral / active EE | $6,228 | $5,216+19.4% | $4,564+36.5% | $6,400-2.7% |
| Admin fee / account holder | $19,024 | $13,938+36.5% | $8,445+125.3% | $11,426+66.5% |