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 | $154,534 | $133,958+15.4% | $112,228+37.7% | $134,475+14.9% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -14.76% | 47.11%-61.9pp | 27.45%-42.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,725 | $4,038-57.3% | $3,635-52.5% | $4,740-63.6% |
| Participant deferral / active EE | $6,804 | $5,291+28.6% | $4,728+43.9% | $6,400+6.3% |
| Admin fee / account holder | $1,060 | $7,489-85.8% | $6,410-83.5% | $11,426-90.7% |