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 | $30,227 | $59,805-49.5% | $79,550-62.0% | $68,494-55.9% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.5%+30.5pp | 67.9%+32.1pp |
| Annual return | -13.60% | -12.30%-1.3pp | 0.16%-13.8pp | -7.84%-5.8pp |
| Employer contribution / active EE | $2,561 | $1,505+70.2% | $2,413+6.1% | $2,596-1.3% |
| Participant deferral / active EE | $5,117 | $3,024+69.2% | $3,985+28.4% | $4,027+27.1% |
| Admin fee / account holder | $5,103 | $4,835+5.5% | $6,832-25.3% | $5,403-5.6% |