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 | $78,848 | $54,350+45.1% | $82,719-4.7% | $68,494+15.1% |
| Participation rate | 86.0% | 63.9%+22.1pp | 72.6%+13.4pp | 67.9%+18.1pp |
| Annual return | -16.01% | -13.67%-2.3pp | 701.18%-717.2pp | -7.84%-8.2pp |
| Employer contribution / active EE | $2,406 | $2,218+8.5% | $3,009-20.0% | $2,596-7.3% |
| Participant deferral / active EE | $5,680 | $3,246+75.0% | $4,395+29.2% | $4,027+41.0% |
| Admin fee / account holder | $9,566 | $4,395+117.6% | $5,329+79.5% | $5,403+77.1% |