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 | $78,189 | $100,754-22.4% | $86,677-9.8% | $134,475-41.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -8.71% | 29.04%-37.7pp | 35.91%-44.6pp | 417.96%-426.7pp |
| Employer contribution / active EE | $2,361 | $3,489-32.3% | $2,836-16.8% | $4,740-50.2% |
| Participant deferral / active EE | $6,026 | $5,338+12.9% | $4,656+29.4% | $6,400-5.8% |
| Admin fee / account holder | $474 | $10,926-95.7% | $7,493-93.7% | $11,426-95.9% |