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 | $74,552 | $97,757-23.7% | $83,848-11.1% | $135,375-44.9% |
| Participation rate | 78.9% | 80.0%-1.0pp | 76.1%+2.8pp | 82.6%-3.7pp |
| Annual return | -9.59% | 1287.37%-1297.0pp | 850.88%-860.5pp | 519.73%-529.3pp |
| Employer contribution / active EE | $2,951 | $4,222-30.1% | $3,631-18.7% | $4,779-38.2% |
| Participant deferral / active EE | $6,119 | $4,682+30.7% | $4,082+49.9% | $5,609+9.1% |
| Admin fee / account holder | $1,084 | $6,674-83.8% | $5,478-80.2% | $10,827-90.0% |