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 | $85,883 | $133,958-35.9% | $112,228-23.5% | $134,475-36.1% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -17.24% | 47.11%-64.3pp | 27.45%-44.7pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,340 | $4,038-42.1% | $3,635-35.6% | $4,740-50.6% |
| Participant deferral / active EE | $6,313 | $5,291+19.3% | $4,728+33.5% | $6,400-1.4% |
| Admin fee / account holder | $3,340 | $7,489-55.4% | $6,410-47.9% | $11,426-70.8% |