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 | $99,848 | $82,664+20.8% | $125,339-20.3% | $68,494+45.8% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -17.50% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,675 | $3,381+8.7% | $4,814-23.7% | $2,596+41.5% |
| Participant deferral / active EE | $8,083 | $6,110+32.3% | $7,446+8.5% | $4,027+100.7% |
| Admin fee / account holder | $5,670 | $6,275-9.6% | $10,010-43.4% | $5,403+4.9% |