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 | $46,574 | $133,958-65.2% | $112,228-58.5% | $134,475-65.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -19.69% | 47.11%-66.8pp | 27.45%-47.1pp | 417.96%-437.7pp |
| Employer contribution / active EE | $5,065 | $4,038+25.4% | $3,635+39.4% | $4,740+6.9% |
| Participant deferral / active EE | $2,006 | $5,291-62.1% | $4,728-57.6% | $6,400-68.7% |
| Admin fee / account holder | $48,965 | $7,489+553.9% | $6,410+663.9% | $11,426+328.5% |