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 8-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 | $46,203 | $133,958-65.5% | $112,228-58.8% | $134,475-65.6% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -16.84% | 47.11%-64.0pp | 27.45%-44.3pp | 417.96%-434.8pp |
| Employer contribution / active EE | $2,466 | $4,038-38.9% | $3,635-32.2% | $4,740-48.0% |
| Participant deferral / active EE | $10,749 | $5,291+103.2% | $4,728+127.3% | $6,400+68.0% |
| Admin fee / account holder | $1,140 | $7,489-84.8% | $6,410-82.2% | $11,426-90.0% |