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 | $70,625 | $73,867-4.4% | $143,757-50.9% | $68,494+3.1% |
| Participation rate | 84.6% | 66.7%+18.0pp | 80.3%+4.3pp | 67.9%+16.7pp |
| Annual return | -13.61% | 1.01%-14.6pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $6,964 | $3,184+118.7% | $4,951+40.7% | $2,596+168.2% |
| Participant deferral / active EE | $4,581 | $3,384+35.4% | $5,637-18.7% | $4,027+13.8% |
| Admin fee / account holder | $2,532 | $5,755-56.0% | $14,673-82.7% | $5,403-53.1% |