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 | $86,092 | $167,484-48.6% | $151,611-43.2% | $134,475-36.0% |
| Participation rate | 83.3% | 88.4%-5.0pp | 87.5%-4.2pp | 81.2%+2.1pp |
| Annual return | -5.02% | 7.80%-12.8pp | 3.33%-8.4pp | 417.96%-423.0pp |
| Employer contribution / active EE | $2,079 | $6,829-69.6% | $6,166-66.3% | $4,740-56.1% |
| Participant deferral / active EE | $7,798 | $8,986-13.2% | $8,363-6.8% | $6,400+21.8% |
| Admin fee / account holder | $23,171 | $13,783+68.1% | $11,616+99.5% | $11,426+102.8% |