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 | $54,366 | $100,754-46.0% | $86,677-37.3% | $134,475-59.6% |
| Participation rate | 90.9% | 78.9%+12.0pp | 76.6%+14.3pp | 81.2%+9.7pp |
| Annual return | -18.45% | 29.04%-47.5pp | 35.91%-54.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,851 | $3,489-18.3% | $2,836+0.5% | $4,740-39.9% |
| Participant deferral / active EE | $7,272 | $5,338+36.2% | $4,656+56.2% | $6,400+13.6% |
| Admin fee / account holder | $15,162 | $10,926+38.8% | $7,493+102.3% | $11,426+32.7% |