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 | $111,954 | $129,942-13.8% | $104,294+7.3% | $134,475-16.7% |
| Participation rate | 90.9% | 79.5%+11.4pp | 73.3%+17.6pp | 81.2%+9.7pp |
| Annual return | -17.31% | 42.03%-59.3pp | 24.61%-41.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $5,808 | $4,184+38.8% | $3,372+72.3% | $4,740+22.5% |
| Participant deferral / active EE | $12,829 | $5,588+129.6% | $4,625+177.4% | $6,400+100.5% |
| Admin fee / account holder | $1,057 | $9,323-88.7% | $7,339-85.6% | $11,426-90.8% |