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 | $113,082 | $135,635-16.6% | $110,238+2.6% | $135,375-16.5% |
| Participation rate | 80.0% | 83.5%-3.5pp | 79.8%+0.2pp | 82.6%-2.6pp |
| Annual return | -6.23% | 513.19%-519.4pp | 314.74%-321.0pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,897 | $4,906-61.3% | $3,826-50.4% | $4,779-60.3% |
| Participant deferral / active EE | $9,726 | $5,506+76.6% | $4,672+108.2% | $5,609+73.4% |
| Admin fee / account holder | $21,712 | $11,457+89.5% | $8,547+154.0% | $10,827+100.5% |