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 | $75,779 | $100,754-24.8% | $86,677-12.6% | $134,475-43.6% |
| Participation rate | 92.9% | 78.9%+13.9pp | 76.6%+16.3pp | 81.2%+11.6pp |
| Annual return | -15.10% | 29.04%-44.1pp | 35.91%-51.0pp | 417.96%-433.1pp |
| Employer contribution / active EE | $1,853 | $3,489-46.9% | $2,836-34.7% | $4,740-60.9% |
| Participant deferral / active EE | $5,164 | $5,338-3.3% | $4,656+10.9% | $6,400-19.3% |
| Admin fee / account holder | $754 | $10,926-93.1% | $7,493-89.9% | $11,426-93.4% |