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 | $132,392 | $197,825-33.1% | $155,790-15.0% | $125,391+5.6% |
| Participation rate | 95.2% | 82.1%+13.1pp | 76.1%+19.1pp | 83.2%+12.0pp |
| Annual return | -0.84% | 86.74%-87.6pp | 71.54%-72.4pp | 282.22%-283.1pp |
| Employer contribution / active EE | $1,563 | $4,847-67.8% | $3,836-59.3% | $4,866-67.9% |
| Participant deferral / active EE | $3,975 | $5,630-29.4% | $4,797-17.1% | $5,352-25.7% |
| Admin fee / account holder | $8,026 | $9,545-15.9% | $7,478+7.3% | $9,540-15.9% |