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 | $89,738 | $133,958-33.0% | $112,228-20.0% | $134,475-33.3% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -13.83% | 47.11%-60.9pp | 27.45%-41.3pp | 417.96%-431.8pp |
| Employer contribution / active EE | $2,234 | $4,038-44.7% | $3,635-38.5% | $4,740-52.9% |
| Participant deferral / active EE | $7,066 | $5,291+33.6% | $4,728+49.4% | $6,400+10.4% |
| Admin fee / account holder | $7,846 | $7,489+4.8% | $6,410+22.4% | $11,426-31.3% |