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 | $80,956 | $129,942-37.7% | $104,294-22.4% | $134,475-39.8% |
| Participation rate | 95.2% | 79.5%+15.7pp | 73.3%+22.0pp | 81.2%+14.0pp |
| Annual return | -9.66% | 42.03%-51.7pp | 24.61%-34.3pp | 417.96%-427.6pp |
| Employer contribution / active EE | $1,926 | $4,184-54.0% | $3,372-42.9% | $4,740-59.4% |
| Participant deferral / active EE | $5,108 | $5,588-8.6% | $4,625+10.5% | $6,400-20.2% |
| Admin fee / account holder | $624 | $9,323-93.3% | $7,339-91.5% | $11,426-94.5% |