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 | $80,075 | $83,908-4.6% | $68,509+16.9% | $125,391-36.1% |
| Participation rate | 94.4% | 78.2%+16.3pp | 74.7%+19.7pp | 83.2%+11.3pp |
| Annual return | -0.89% | 14.48%-15.4pp | 8.27%-9.2pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,800 | $3,031-7.6% | $2,278+22.9% | $4,866-42.5% |
| Participant deferral / active EE | $5,940 | $4,125+44.0% | $3,382+75.6% | $5,352+11.0% |
| Admin fee / account holder | $887 | $8,982-90.1% | $5,275-83.2% | $9,540-90.7% |