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 | $74,674 | $100,754-25.9% | $86,677-13.8% | $134,475-44.5% |
| Participation rate | 88.9% | 78.9%+10.0pp | 76.6%+12.3pp | 81.2%+7.7pp |
| Annual return | -12.67% | 29.04%-41.7pp | 35.91%-48.6pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,693 | $3,489-22.8% | $2,836-5.0% | $4,740-43.2% |
| Participant deferral / active EE | $7,417 | $5,338+38.9% | $4,656+59.3% | $6,400+15.9% |
| Admin fee / account holder | $8,908 | $10,926-18.5% | $7,493+18.9% | $11,426-22.0% |