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 | $63,078 | $100,754-37.4% | $86,677-27.2% | $134,475-53.1% |
| Participation rate | 87.5% | 78.9%+8.6pp | 76.6%+10.9pp | 81.2%+6.3pp |
| Annual return | -15.75% | 29.04%-44.8pp | 35.91%-51.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,313 | $3,489-62.4% | $2,836-53.7% | $4,740-72.3% |
| Participant deferral / active EE | $5,971 | $5,338+11.9% | $4,656+28.2% | $6,400-6.7% |
| Admin fee / account holder | $9,586 | $10,926-12.3% | $7,493+27.9% | $11,426-16.1% |