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 | $95,371 | $167,484-43.1% | $151,611-37.1% | $134,475-29.1% |
| Participation rate | 85.0% | 88.4%-3.4pp | 87.5%-2.5pp | 81.2%+3.8pp |
| Annual return | -13.35% | 7.80%-21.2pp | 3.33%-16.7pp | 417.96%-431.3pp |
| Employer contribution / active EE | $5,148 | $6,829-24.6% | $6,166-16.5% | $4,740+8.6% |
| Participant deferral / active EE | $7,708 | $8,986-14.2% | $8,363-7.8% | $6,400+20.4% |
| Admin fee / account holder | $6,366 | $13,783-53.8% | $11,616-45.2% | $11,426-44.3% |