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 | $72,681 | $91,538-20.6% | $129,995-44.1% | $75,163-3.3% |
| Participation rate | 96.1% | 71.4%+24.6pp | 78.5%+17.6pp | 67.2%+28.9pp |
| Annual return | 19.65% | -631.11%+650.8pp | -137.18%+156.8pp | 160.62%-141.0pp |
| Employer contribution / active EE | $1,536 | $2,845-46.0% | $4,320-64.4% | $2,670-42.5% |
| Participant deferral / active EE | $3,681 | $4,341-15.2% | $5,820-36.8% | $4,125-10.8% |
| Admin fee / account holder | $9,285 | $6,790+36.7% | $10,614-12.5% | $5,651+64.3% |