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 | $84,005 | $97,044-13.4% | $83,333+0.8% | $135,375-37.9% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -5.19% | 12.31%-17.5pp | 10.63%-15.8pp | 519.73%-524.9pp |
| Employer contribution / active EE | $2,726 | $4,143-34.2% | $3,379-19.3% | $4,779-43.0% |
| Participant deferral / active EE | $4,309 | $5,964-27.8% | $5,565-22.6% | $5,609-23.2% |
| Admin fee / account holder | $904 | $8,380-89.2% | $7,510-88.0% | $10,827-91.6% |