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 6-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 | $73,973 | $100,754-26.6% | $86,677-14.7% | $134,475-45.0% |
| Participation rate | 85.0% | 78.9%+6.1pp | 76.6%+8.4pp | 81.2%+3.8pp |
| Annual return | -12.99% | 29.04%-42.0pp | 35.91%-48.9pp | 417.96%-431.0pp |
| Employer contribution / active EE | $1,908 | $3,489-45.3% | $2,836-32.7% | $4,740-59.7% |
| Participant deferral / active EE | $3,691 | $5,338-30.9% | $4,656-20.7% | $6,400-42.3% |
| Admin fee / account holder | $6,287 | $10,926-42.5% | $7,493-16.1% | $11,426-45.0% |