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 | $79,213 | $84,695-6.5% | $73,843+7.3% | $125,391-36.8% |
| Participation rate | 76.9% | 76.8%+0.2pp | 73.4%+3.5pp | 83.2%-6.3pp |
| Annual return | -1.12% | 3123.53%-3124.6pp | 2267.84%-2269.0pp | 282.22%-283.3pp |
| Employer contribution / active EE | $1,926 | $3,123-38.3% | $2,787-30.9% | $4,866-60.4% |
| Participant deferral / active EE | $3,148 | $3,992-21.2% | $3,583-12.1% | $5,352-41.2% |
| Admin fee / account holder | $6,595 | $5,691+15.9% | $4,880+35.1% | $9,540-30.9% |