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 5-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 | $90,130 | $100,754-10.5% | $86,677+4.0% | $134,475-33.0% |
| Participation rate | 92.3% | 78.9%+13.4pp | 76.6%+15.7pp | 81.2%+11.1pp |
| Annual return | -18.03% | 29.04%-47.1pp | 35.91%-53.9pp | 417.96%-436.0pp |
| Employer contribution / active EE | $2,090 | $3,489-40.1% | $2,836-26.3% | $4,740-55.9% |
| Participant deferral / active EE | $3,359 | $5,338-37.1% | $4,656-27.8% | $6,400-47.5% |
| Admin fee / account holder | $2,878 | $10,926-73.7% | $7,493-61.6% | $11,426-74.8% |