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 | $64,015 | $180,449-64.5% | $154,107-58.5% | $135,375-52.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -2.75% | 888.09%-890.8pp | 735.12%-737.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $8,314 | $6,035+37.8% | $5,298+56.9% | $4,779+74.0% |
| Participant deferral / active EE | $5,165 | $5,806-11.0% | $5,081+1.7% | $5,609-7.9% |
| Admin fee / account holder | $1,469 | $16,143-90.9% | $13,411-89.0% | $10,827-86.4% |