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 | $97,456 | $133,958-27.2% | $112,228-13.2% | $134,475-27.5% |
| Participation rate | 94.7% | 78.6%+16.2pp | 75.1%+19.7pp | 81.2%+13.5pp |
| Annual return | -17.70% | 47.11%-64.8pp | 27.45%-45.1pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,614 | $4,038-35.3% | $3,635-28.1% | $4,740-44.8% |
| Participant deferral / active EE | $5,094 | $5,291-3.7% | $4,728+7.8% | $6,400-20.4% |
| Admin fee / account holder | $40,276 | $7,489+437.8% | $6,410+528.3% | $11,426+252.5% |