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 | $74,745 | $82,664-9.6% | $125,339-40.4% | $68,494+9.1% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -17.13% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $2,641 | $3,381-21.9% | $4,814-45.1% | $2,596+1.7% |
| Participant deferral / active EE | $4,617 | $6,110-24.4% | $7,446-38.0% | $4,027+14.6% |
| Admin fee / account holder | $1,564 | $6,275-75.1% | $10,010-84.4% | $5,403-71.1% |