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 | $73,561 | $133,958-45.1% | $112,228-34.5% | $134,475-45.3% |
| Participation rate | 91.3% | 78.6%+12.7pp | 75.1%+16.2pp | 81.2%+10.1pp |
| Annual return | -14.17% | 47.11%-61.3pp | 27.45%-41.6pp | 417.96%-432.1pp |
| Employer contribution / active EE | $8,348 | $4,038+106.7% | $3,635+129.7% | $4,740+76.1% |
| Participant deferral / active EE | $6,846 | $5,291+29.4% | $4,728+44.8% | $6,400+7.0% |
| Admin fee / account holder | $12,785 | $7,489+70.7% | $6,410+99.4% | $11,426+11.9% |