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 | $149,902 | $167,484-10.5% | $151,611-1.1% | $134,475+11.5% |
| Participation rate | 91.7% | 88.4%+3.3pp | 87.5%+4.2pp | 81.2%+10.4pp |
| Annual return | -17.13% | 7.80%-24.9pp | 3.33%-20.5pp | 417.96%-435.1pp |
| Employer contribution / active EE | $1,768 | $6,829-74.1% | $6,166-71.3% | $4,740-62.7% |
| Participant deferral / active EE | $3,991 | $8,986-55.6% | $8,363-52.3% | $6,400-37.6% |
| Admin fee / account holder | $6,507 | $13,783-52.8% | $11,616-44.0% | $11,426-43.0% |