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 | $59,826 | $100,754-40.6% | $86,677-31.0% | $134,475-55.5% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -18.80% | 29.04%-47.8pp | 35.91%-54.7pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,232 | $3,489-36.0% | $2,836-21.3% | $4,740-52.9% |
| Participant deferral / active EE | $6,631 | $5,338+24.2% | $4,656+42.4% | $6,400+3.6% |
| Admin fee / account holder | $1,772 | $10,926-83.8% | $7,493-76.4% | $11,426-84.5% |