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 6-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 | $13,103 | $133,958-90.2% | $112,228-88.3% | $134,475-90.3% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -15.99% | 47.11%-63.1pp | 27.45%-43.4pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,729 | $4,038-57.2% | $3,635-52.4% | $4,740-63.5% |
| Participant deferral / active EE | $2,674 | $5,291-49.5% | $4,728-43.4% | $6,400-58.2% |
| Admin fee / account holder | $933 | $7,489-87.5% | $6,410-85.5% | $11,426-91.8% |