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 | $200,413 | $167,484+19.7% | $151,611+32.2% | $134,475+49.0% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -17.92% | 7.80%-25.7pp | 3.33%-21.2pp | 417.96%-435.9pp |
| Employer contribution / active EE | $5,701 | $6,829-16.5% | $6,166-7.5% | $4,740+20.3% |
| Participant deferral / active EE | $14,153 | $8,986+57.5% | $8,363+69.2% | $6,400+121.2% |
| Admin fee / account holder | $37,821 | $13,783+174.4% | $11,616+225.6% | $11,426+231.0% |