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 | $67,828 | $77,813-12.8% | $123,544-45.1% | $64,186+5.7% |
| Participation rate | 81.5% | 74.7%+6.8pp | 82.3%-0.8pp | 69.6%+12.0pp |
| Annual return | -3.82% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.4pp |
| Employer contribution / active EE | $6,358 | $3,014+110.9% | $4,628+37.4% | $2,381+167.0% |
| Participant deferral / active EE | $10,760 | $5,240+105.3% | $6,426+67.5% | $3,470+210.1% |
| Admin fee / account holder | $6,466 | $5,519+17.2% | $9,284-30.4% | $4,888+32.3% |