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 | $95,439 | $167,484-43.0% | $151,611-37.1% | $134,475-29.0% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -15.04% | 7.80%-22.8pp | 3.33%-18.4pp | 417.96%-433.0pp |
| Employer contribution / active EE | $5,574 | $6,829-18.4% | $6,166-9.6% | $4,740+17.6% |
| Participant deferral / active EE | $5,574 | $8,986-38.0% | $8,363-33.4% | $6,400-12.9% |
| Admin fee / account holder | $9,015 | $13,783-34.6% | $11,616-22.4% | $11,426-21.1% |