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 | $84,449 | $133,958-37.0% | $112,228-24.8% | $134,475-37.2% |
| Participation rate | 90.0% | 78.6%+11.4pp | 75.1%+14.9pp | 81.2%+8.8pp |
| Annual return | -14.72% | 47.11%-61.8pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,857 | $4,038-54.0% | $3,635-48.9% | $4,740-60.8% |
| Participant deferral / active EE | $3,065 | $5,291-42.1% | $4,728-35.2% | $6,400-52.1% |
| Admin fee / account holder | $1,474 | $7,489-80.3% | $6,410-77.0% | $11,426-87.1% |