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 | $216,143 | $167,484+29.1% | $151,611+42.6% | $134,475+60.7% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -16.30% | 7.80%-24.1pp | 3.33%-19.6pp | 417.96%-434.3pp |
| Employer contribution / active EE | $6,705 | $6,829-1.8% | $6,166+8.7% | $4,740+41.5% |
| Participant deferral / active EE | $4,568 | $8,986-49.2% | $8,363-45.4% | $6,400-28.6% |
| Admin fee / account holder | $2,471 | $13,783-82.1% | $11,616-78.7% | $11,426-78.4% |