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 | $95,365 | $100,754-5.3% | $86,677+10.0% | $134,475-29.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -3.44% | 29.04%-32.5pp | 35.91%-39.4pp | 417.96%-421.4pp |
| Employer contribution / active EE | $2,182 | $3,489-37.5% | $2,836-23.1% | $4,740-54.0% |
| Participant deferral / active EE | $4,739 | $5,338-11.2% | $4,656+1.8% | $6,400-26.0% |
| Admin fee / account holder | $8,510 | $10,926-22.1% | $7,493+13.6% | $11,426-25.5% |