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 | $92,175 | $93,024-0.9% | $77,024+19.7% | $134,475-31.5% |
| Participation rate | 92.3% | 74.5%+17.8pp | 67.9%+24.4pp | 81.2%+11.1pp |
| Annual return | -18.05% | 62.60%-80.6pp | 42.32%-60.4pp | 417.96%-436.0pp |
| Employer contribution / active EE | $8,533 | $3,418+149.7% | $2,812+203.4% | $4,740+80.0% |
| Participant deferral / active EE | $3,540 | $5,238-32.4% | $4,426-20.0% | $6,400-44.7% |
| Admin fee / account holder | $3,023 | $6,944-56.5% | $5,425-44.3% | $11,426-73.5% |