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 | $73,164 | $167,484-56.3% | $151,611-51.7% | $134,475-45.6% |
| Participation rate | 94.7% | 88.4%+6.4pp | 87.5%+7.2pp | 81.2%+13.5pp |
| Annual return | -12.27% | 7.80%-20.1pp | 3.33%-15.6pp | 417.96%-430.2pp |
| Employer contribution / active EE | $4,387 | $6,829-35.8% | $6,166-28.8% | $4,740-7.4% |
| Participant deferral / active EE | $9,903 | $8,986+10.2% | $8,363+18.4% | $6,400+54.7% |
| Admin fee / account holder | $3,938 | $13,783-71.4% | $11,616-66.1% | $11,426-65.5% |