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 | $88,212 | $97,125-9.2% | $86,233+2.3% | $137,256-35.7% |
| Participation rate | 81.3% | 74.2%+7.1pp | 69.0%+12.2pp | 80.0%+1.3pp |
| Annual return | 20.38% | 74.19%-53.8pp | 61.39%-41.0pp | 220.34%-200.0pp |
| Employer contribution / active EE | $1,171 | $2,841-58.8% | $2,504-53.2% | $4,156-71.8% |
| Participant deferral / active EE | $4,553 | $5,180-12.1% | $4,559-0.1% | $6,407-28.9% |
| Admin fee / account holder | $920 | $9,725-90.5% | $8,342-89.0% | $12,270-92.5% |