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 | $49,692 | $133,958-62.9% | $112,228-55.7% | $134,475-63.0% |
| Participation rate | 92.9% | 78.6%+14.3pp | 75.1%+17.8pp | 81.2%+11.6pp |
| Annual return | -16.98% | 47.11%-64.1pp | 27.45%-44.4pp | 417.96%-434.9pp |
| Employer contribution / active EE | $9,883 | $4,038+144.8% | $3,635+171.9% | $4,740+108.5% |
| Participant deferral / active EE | $8,039 | $5,291+51.9% | $4,728+70.0% | $6,400+25.6% |
| Admin fee / account holder | $576 | $7,489-92.3% | $6,410-91.0% | $11,426-95.0% |