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 | $84,909 | $100,754-15.7% | $86,677-2.0% | $134,475-36.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -14.00% | 29.04%-43.0pp | 35.91%-49.9pp | 417.96%-432.0pp |
| Employer contribution / active EE | $2,073 | $3,489-40.6% | $2,836-26.9% | $4,740-56.3% |
| Participant deferral / active EE | $3,554 | $5,338-33.4% | $4,656-23.7% | $6,400-44.5% |
| Admin fee / account holder | $10,273 | $10,926-6.0% | $7,493+37.1% | $11,426-10.1% |