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 | $72,357 | $86,699-16.5% | $73,307-1.3% | $125,391-42.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 74.9%+25.1pp | 83.2%+16.8pp |
| Annual return | -0.47% | 2.78%-3.3pp | 5.67%-6.1pp | 282.22%-282.7pp |
| Employer contribution / active EE | $2,945 | $4,152-29.1% | $3,237-9.0% | $4,866-39.5% |
| Participant deferral / active EE | $7,406 | $5,550+33.4% | $4,991+48.4% | $5,352+38.4% |
| Admin fee / account holder | $4,471 | $7,771-42.5% | $5,637-20.7% | $9,540-53.1% |