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 | $94,894 | $95,971-1.1% | $74,550+27.3% | $135,375-29.9% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -2.76% | 56.96%-59.7pp | 32.53%-35.3pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,702 | $2,716-37.3% | $1,961-13.2% | $4,779-64.4% |
| Participant deferral / active EE | $3,404 | $3,843-11.4% | $3,108+9.5% | $5,609-39.3% |
| Admin fee / account holder | $24,237 | $6,522+271.6% | $5,060+379.0% | $10,827+123.9% |