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 | $89,044 | $77,813+14.4% | $123,544-27.9% | $64,186+38.7% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.63% | 12.48%-18.1pp | 119.20%-124.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $2,856 | $3,014-5.3% | $4,628-38.3% | $2,381+19.9% |
| Participant deferral / active EE | $6,303 | $5,240+20.3% | $6,426-1.9% | $3,470+81.7% |
| Admin fee / account holder | $4,420 | $5,519-19.9% | $9,284-52.4% | $4,888-9.6% |