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 | $54,581 | $113,935-52.1% | $94,224-42.1% | $125,391-56.5% |
| Participation rate | 88.2% | 82.9%+5.3pp | 78.8%+9.5pp | 83.2%+5.0pp |
| Annual return | -1.98% | 5.29%-7.3pp | 10.68%-12.7pp | 282.22%-284.2pp |
| Employer contribution / active EE | $5,750 | $4,727+21.6% | $3,587+60.3% | $4,866+18.2% |
| Participant deferral / active EE | $9,073 | $5,179+75.2% | $4,320+110.0% | $5,352+69.5% |
| Admin fee / account holder | $15,642 | $8,391+86.4% | $6,269+149.5% | $9,540+64.0% |